Brian Ullsperger has over 18 years of experience in the investment consulting industry. He focuses on providing investment consulting and wealth management services to high net worth individuals, families, foundations and endowments.
Before rejoining Andersen Tax in early 2010, Brian was a founding partner of Capital Fiduciary Advisors. Prior to that, Brian was at Charles Schwab. During his career, Brian has provided a wide variety of client services, including private and institutional consulting, wealth management, retirement and estate planning, and insurance planning.
Brian has earned advanced professional certificates from the Investment Management Consultants Association (taught in conjunction with the Wharton School, University of Pennsylvania), the Center for Fiduciary Studies (taught in conjunction with the Joseph Katz School of Business, University of Pittsburgh) and the College of Financial Planning. He is a Certified Investment Management Analyst (CIMA), an Accredited Investment Fiduciary (AIF), an Accredited Asset Management Specialist (AAMS) and a Chartered Mutual Fund Counselor (CMFC).
Brian is a frequent speaker on investment and wealth management topics.