Broker Check

1261 Post Road Suite 100 | Fairfield, CT | 06824

Brian K. Potok, CFA

Brian K. Potok, CFA

Managing Partner and Financial Advisor

Brian has spent his 20-year career in the financial services industry supporting and advising corporations, businesses, and their employees with investment management solutions. As a financial advisor, he delivers a high touch experience and process to the individuals, families, and small businesses which he serves. This is accomplished through a collaborative financial planning process coupled with the execution of financial solutions to help meet life goals. His mission is to make a difference in the lives of his clients by bringing organization, clarity, and purpose to their financial picture.

Brian graduated from the University of Connecticut in 1996 with Magna Cum Laude honors- earning a Bachelor of Science degree in Finance and Economics.  Over his career he has held leadership positions with UBS Global Bank, GE Capital, Genworth Financial, and AssetMark. He has spent time both working and studying the capital markets in Maastricht, the Netherlands as well as Singapore.  He has earned the right to use the Chartered Financial Analyst designation and holds the Series 7, 63 registrations and Life and Health licenses.

Brian lives in Trumbull, CT with his wife Michelle and 2 children. He is active in the community as a volunteer coach and organizer in youth recreation and travel sports and is a regular volunteer for the Junior Achievement of Fairfield County program. Brian enjoys playing tennis, basketball, and running in community road races with his family.