Brian is the partner responsible for business strategy, trading and operations. He has held senior roles in index trading, financial product structuring and sales at Bankers Trust, Credit Suisse and JP Morgan. Most recently, he ran the index and ETF client businesses at JP Morgan, leading major index transactions for Facebook, General Motors and Wal-Mart among others.

Brian is a CFA Charterholder with a B.A. from St. John’s College (Annapolis) in Mathematics and Philosophy. He started his career developing quantitative models at Los Alamos National Laboratory in New Mexico. Brian has held futures trading and options principal licenses for 20 years.