Brian Taupier, CFP® has extensive work experience in the financial industry. Brian currently holds the position of Vice President at Summit Trail Advisors, a wealth management boutique that focuses on investments. Brian joined the company in January 2019 and is responsible for designing investment solutions and sourcing specialized investments.
Prior to joining Summit Trail Advisors, Brian worked at Pathstone as an Associate Director from 2013 to 2019.
Before Pathstone, Brian worked at Brown Brothers Harriman as an Operations Specialist from March 2012 to March 2013.
Brian Taupier, CFP® completed their Bachelor of Science (B.S.) degree in Finance, General at Seton Hall University. Brian pursued this degree from 2007 to 2011.
Sign up to view 0 direct reports
Get started