Brian serves as the Managing Partner at Ullmann Wealth Partners, where he oversees the firm's financial performance and long-term strategic direction. In this role, he works closely with the executive team to shape and maintain the firm's client-first culture. Brian also continues to serve as a Senior Advisor, working directly with clients.
With more than 30 years of experience in the investment industry, Brian initially joined Ullmann Wealth Partners to oversee the firm's investment management process, including setting asset allocation, selecting investments, and monitoring client portfolios. Prior to joining the firm, he worked at Jacksonville-based Water Street Capital, where he managed trading for a multi-billion dollar portfolio and monitored portfolio positions for the firm’s Investment Team. He also held roles at two Boston-based hedge funds, Oceanwood Capital Management (US) LP and K Capital Management LLP, after beginning his investment career in New York City with Lehman Brothers in Equity Derivatives.
Brian serves as a member of the Investment Committee at Baptist Health. He earned an MBA from The University of Chicago’s Booth School of Business and a BS in Finance from Miami University. He is a Certified Private Wealth Advisor®professional.
Brian lives in Ponte Vedra Beach with his wife, Molly, and two dogs. In his spare time, he enjoys reading, traveling, playing pickleball, listening to live music, and spending time with his adult children whenever possible.