Brian J. Walsh is a wealth management financial advisor based in Boston.
Brian joined the firm in late 2024, when Boston Financial Management became CAPTRUST.
He works with individuals and multi-generational families, helping his clients articulate their investment and wealth management goals and develop strategies to help them achieve their objectives.
Brian began his career at The Boston Company, then served as a senior vice president at Atlantic Trust Company, a founding partner at Highmount Capital, and partner and portfolio manager at Brown Advisory.
He earned a Bachelor of Science degree in business administration from Saint Michael’s College and a Master of Business Administration degree from Suffolk University.
When not at work, he enjoys spending time with family and friends on Cape Cod. Brian is a trustee of the Boys and Girls Clubs of Boston and Malden Catholic High School.
Education
- Bachelor of Science, business administration, Saint Michael’s College
- Master of Business Administration, Suffolk University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
- Masters of Business Administration
Memberships
- Boys and Girls Clubs of Boston, Trustee
- Malden Catholic High School, Trustee