Meet Brian
Brian is a Wealth Advisor based in Charlotte, North Carolina. He joined Mercer Advisors in 2023 with experience analyzing and managing investments for 30 years. He has been an analyst and partner at several private investment funds, including Perennial Research LLC (which he founded). For 17 years he was the director of research and trading at Kingfisher Capital LLC and served on the investment committee. Brian served as an officer in the U.S. Navy, and is a Desert Storm veteran. He earned his B.A. degree from the University of Oklahoma and MBA from the University of North Carolina at Charlotte. Brian serves as president of the Charlotte SouthPark Rotary Club, president of the Carolina Investment Club (which he founded), and scoutmaster and committee chair at Boy Scout Troop 116, Charlotte.
Brian’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Brian has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
- Providing clarity for military families navigating career transitions and financial complexity
His working style
Brian values collaborative relationships, seeking to identify each person’s unique set of goals and risks. He enjoys the work of research and preparation that helps with organizing ways to accomplish those goals.
Brian in real life
How do you give back?
I have been a Scout leader for 15 years. I enjoy working with young people and helping them find their unique interests and strengths.
How do you give back?
I have been a member of Rotary and American Legion for 10 years. I like working on civic projects in my community with talented people.
What keeps you busy outside of work?
My wife and I are active members at our church, where we serve on several teams and committees.
Brian’s snapshots
Meet Brian’s Teammates
Ginny Starnes
Manager, Client Service
What Brian Says
Ginny gets things done! I can always rely on her to deliver for clients.
Andrew Thompson
Regional Vice President
What Brian Says
I enjoy working with Andrew. He has a calm professionalism with prospective clients.
Steven Elliott
Tax Director
What Brian Says
Steve brings a wealth of knowledge with a genuine curiosity about each client and their challenges.
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