Brian Smith

Operations Analyst

Brian Smith joined the firm in 2022 and works as an operations analyst. Brian ensures client portfolios reflect accurate investment activity, holdings, asset pricing and relevant account-specific information. He is also responsible for the procedures and applications used downstream, as well as the system/process improvement goals and objectives for the Investment Operations function.

Prior to joining the firm, Brian served as a solutions architect and senior implementation consultant for SS&C Technologies.

In his free time Brian enjoys learning to cook, biking around the city, discovering the Portland food scene and exploring his adopted home of the Pacific Northwest with his two dogs.