Brian is the Founder and Owner of Hudson Oak Wealth Advisory. Brian is a Certified Public Accountant (CPA), a Personal Financial Specialist™ (PFS), a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has a Masters of Science in Taxation (MST) from Fordham’s Graduate School of Business. He has a decade of experience in the financial services industry in New York & New Jersey. Brian is a licensed CPA in New York & New Jersey.

Brian’s blend of unique experience, credentials and belief system means he possesses a rare balance of business owner, wealth advisory, financial planning, investment management and tax expertise not only uncommonly found in the industry altogether, but also independent, fee-only firms. Brian is also the Founder and Managing Director of Hudson Oak Tax Advisory, a separate tax and advisory firm.

Experience

Prior to founding Hudson Oak, Brian spent nearly a decade of his career in financial services, primarily working with private wealth clients at larger firms. He most recently was Vice President of Wealth Advisory at BBR Partners, a multi-family office in New York City and one of the largest and most respected advisory firms in the industry. At BBR, Brian advised ultra-high-net-worth families on their complex and unique wealth and portfolio needs.

Prior to BBR, Brian worked as a Financial Advisor at Modera Wealth Management, where he focused on financial planning and investment management for high-net-worth clients and gained exposure to the fee-only model. Brian’s experience also includes serving as Private Client Tax Advisor in New York City at Andersen Tax (formerly WTAS) working with corporate CEOs, founders of startups, generational wealth and other financially complex families. Brian started his career at PricewaterhouseCoopers (PwC) one of the “big four” public accounting firms where he gained insight into one of the world’s leading attestation, tax and advisory firms.

credentials

Brian is a Certified Public Accountant (CPA). CPA is a designation for qualified accountants that have passed the four sections of the Uniform Certified Public Accountant Examination totaling 14 hours of testing in addition to meeting additional state education and experience requirements. The CPA designation is largely viewed as the most comprehensive and professional credential in accountancy and taxation due to its rigorous standards and requirements to become and maintain licensing. Brian is a licensed CPA in both New York & New Jersey.

Brian is a Certified Financial Planner (CFP®). The CFP® is a certification providing a high level of distinction in the profession of financial planning. This certification is recognized for its high standard of professional education, stringent code of conduct and standards of practice, and ethical requirements that govern professional engagements with clients. To attain the right to use the CFP® marks, an individual must fulfill Education, Examination, Experience and Ethics requirements.

Brian is a Personal Financial Specialist™ (PFS). The PFS credential is exclusively available to CPAs that meet certain standards and requirements of the American Institute of CPAs. CPAs who earn the AICPA's Personal Financial Specialist (PFS™) credential badge specialize in financial planning with individuals, families, and business owners, through all the ins and outs of life. Badge holders advise and assist clients in planning the areas of their lives, such as taxes, investments, estates, retirement, and insurance. Credential holders commit to continued development in these areas as well as charitable, elder, college/education, and employee benefit planning.

education

Brian received his Bachelor’s degree in Business Administration, with a concentration in Accounting. He graduated with honors from Loyola University Maryland’s Sellinger School of Business & Management. He also earned his Master of Science in Taxation (MST) from Fordham University’s Graduate School of Business Administration, finishing in the top 10% of graduates.

Brian is a member of Beta Gamma Sigma, a fraternal society admitting top performing business students (generally the top 10% of each class) to recognize excellence in both academics and the business community.

personal

Brian resides in New Jersey with his wife and son. He enjoys reading, playing or listening to music, following sports, and learning about history, financial planning, markets and business. Together, Brian and his family enjoy travelling. They regularly hike the Hudson Valley and have visited many of our nation’s National Parks (some of their photos from various trips are included on this site). Brian and Allison also feel strongly about giving back and volunteer in the community.

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