Brian serves as a Director at Westshore Wealth. He has over 20 years of experience in the financial services industry, with roles at Morgan Stanley, Barclays and most recently RealtyMogul. Brian has strong experience in wealth and investment management across all asset classes with deep specialization in real estate and private equity. At ReatyMogul, Brian served as Managing Director of Investor Relations, overseeing capital raising for over $800 million of private investment across $6+ billion of real estate. He also served on the firm’s Investment Committee.
Brian attended the University of California Los Angeles where he earned a BA in Business Economics. He also earned an MBA in Finance and Entrepreneurship from the University of Southern California Marshall School of Business, where he was a recipient of the Gilford C. Babcock Endowed Scholarship. Brian is an avid golfer and musician. He resides in Mission Viejo with his wife Andrea and daughters Ashley and Ava.
Achievement is largely the product of steadily raising one’s levels of aspiration and expectation.
- Jack Nicklaus