Awards and Industry Recognition
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.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification. 1. The Forbesranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbesor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
2. TheFinancial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor's future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Awards or rankings are not indicative of future success or results.
3. The Five Star Professional research team applies a vigorous research and evaluation process to identify service professionals who provide quality services to their clients. Professionals do not pay a fee to be considered or placed on the final list of Five Star award winners. Five Star Professional follows standard survey practices used by other professional research organizations. The research also includes a regulatory review to provide necessary checks and balances.