Prior to joining the Yuba Group, Brian spent four years at a municipal advisory firm with a focus on providing derivative and structured product advisory services to large municipal issuers. In this role, he priced and analyzed a variety of derivative structures, from vanilla interest rate swaps and options to more exotic, less liquid products. Brian has experience in the full derivative transaction process, including portfolio and proposal review, idea generation, ISDA document negotiation, price negotiation and execution for new transactions, terminations, novations and restructurings, in addition to Dodd-Frank compliance.
In his current role at the Yuba Group, Brian focuses on providing analytical support related to our clients’ bond and derivative portfolios, as well as strategic capital and debt planning needs.
Brian graduated from Northeastern University with a B.S. in Business Administration.
Municipal Advisor Licenses:
Series 54 Municipal Advisor Principal
Series 50 Municipal Advisor