Goelzer Investment Management is pleased to announce that Brian Pyne has joined the firm as a Senior Investment Advisor. With 20 years of financial advisory, fiduciary, and investment management experience, Brian joined Goelzer in March of this year as a member of the firm’s team of investment advisors. He also sits on Geolzer’s Investment Policy Committee. Brian’s focus at Goelzer is on providing comprehensive investment planning and prudent solutions to individual and institutional investors with complex financial needs.
Prior to joining Goelzer, Brian worked for JP Morgan Chase. During his 20-year tenure there, he served as Executive Director within the Private Banking group, managing and advising on assets valued at over $800 million. He specialized in working with high-net-worth families to design and implement comprehensive investment strategies and sophisticated financial plans. Brian began his career in Chicago, working in Chase’s Capital Markets Finance and Foreign Exchange groups.
Brian holds a Bachelor of Science degree in Finance from Miami University in Oxford, Ohio and an MBA in Finance with honors from DePaul University in Chicago. He holds the Series 7 (General Securities Representative) and Series 66 (Registered Agent and Investment Advisor) industry licenses. A Chartered Financial Analyst (“CFA”), Brian’s professional memberships include the CFA Institute and the CFA Society of Indianapolis.
Born in Cleveland, Ohio, Brian lives with his wife Kristy and their three children in Zionsville, Indiana.