Brian Sean McAuliffe
Managing Director
As an advisor, Brian brings years of experience working in close consultive relationships with corporations, corporate executives, entrepreneurs, and families. He joins the team from previous roles at a predecessor firm of Wealthspire, as well as JP Morgan Advisors, and Morgan Stanley Private Wealth Management. His liberal arts education at Columbia College and JD from Notre Dame Law School have equipped him with a broad and deep intellectual foundation from which to understand each client, analyze their financial condition, and present custom solutions. In Brian's early career, he was an investment banker to the healthcare industry, which served as a solid background in the competitive and research dynamics that drive successful companies in the largest economic sector of the U.S. economy and was the catalyst for his ongoing passion to locate and invest in America's most successful growth companies. Brian has been an approved discretionary equity manager for well over a decade. Brian shifted from investment banking to private wealth management mid-career because he wanted to put his energy and capacities to work in a more impactful way. An engaged philanthropist, Brian is currently President of two private foundations serving the Columbia University community. He is a Co-Founder of The Thomas Merton Institute for Catholic Life.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
