Bio

Brian leads the Client Insights team at Performance Trust, where he works with depository institutions to analyze and provide holistic balance sheet strategies to aid in strengthening their institutions. Brian is a featured speaker at various banking associations, as well as a seasoned speaker at Performance Trust University®, a national educational platform for leading community bankers. Brian's background in the treasury function of First Federal Bank of Florida, coupled with the experience he has gained working alongside numerous bank executives to set long-term growth strategies, gives him a perspective not shared by most. He currently sits on the board of First Federal Bank. Brian is a CFA® charterholder and holds a Bachelor's degree in finance from the University of Florida. He is Series 7 and 63 registered.