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Brian is a partner of the Alison | Jenkins | Podkulski Group and specializes in providing tax-efficient liquidity strategies for owners of closely held businesses. Brian brings years of experience and a team of professionals to each transaction, including business valuation consultants, attorneys and lending specialists. He incorporates the vast banking and credit resources of J.P. Morgan to create strategies that fit his clients’ long-term financial objectives.
Brian has been involved in financial services for over 15 years, beginning with mergers and acquisitions with publicly traded companies. He developed a passion for understanding how entrepreneurs built their businesses and the unique challenges they faced. That exposure formed the foundation for the services and expertise he now provides to his clients nationwide. Brian also has experience advising business owners on how to help create liquidity through the use of Employee Stock Ownership Plans (ESOPs).
Prior to joining J.P. Morgan, Brian was a Vice President at Nortel Networks (1987–2002). He and his team transitioned from UBS (2002–2011) to their current role at J.P. Morgan in early 2011. In 2020 and 2019, Brian was named a Forbes Best-In-State Wealth Advisor.1 He was also recognized by the Financial Times in 2020 and 2018 as one of the Top 400 Financial Advisers,2 and also received the “Five Star Wealth Manager Award: Best in Client Satisfaction” from Atlanta Magazine in 2008, 2009 and 2011.3
Born in Pittsburgh, Brian spent several years in Europe, where his father was responsible for corporate development for a major American corporation. Brian graduated from California Polytechnic State University with a B.S. in Economics, and completed an exchange program at the University of London. He then earned an M.B.A. in Marketing at St. Mary’s College of California. Brian and his family live in Atlanta, where he enjoys traveling, playing tennis, running and skiing. Brian is also active in several local charitable organizations.
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