Brian has been active in the investment funds industry since 1998. He has particular expertise in all aspects of UCITS and AIFMD compliant fund operational oversight, governance, product development and project management. He is responsible for assisting asset managers with the set-up and ongoing operation of both UCITS and AIFMD compliant funds and for the preparation of Business Plans and Risk Management Process documents for UCITS.
Prior to joining KB Associates, Brian was Funds Product Manager at Mediolanum International Funds Limited where he was responsible for the development of both UCITS and Alternative Investment Funds. Previously he had been a Vice President at State Street Global Advisors Ireland (formerly Bank of Ireland Asset Management) where he was responsible for fund governance and operational oversight. Brian commenced his career with the PricewaterhouseCoopers Investment Management Group where he specialised in the audit of investment funds and fund service providers.
Brian holds a Bachelor of Business Studies Degree (Hons) from Waterford Institute of Technology and a Masters of Accounting (Hons) from University College Dublin. He is a Fellow of the Institute of Chartered Accountants in Ireland.