Brian P. Gallagher, CFP®
Brian assists several portfolio managers in a variety of capacities including the preparation and updating of client’s financial plans and the preparation of client meeting materials. Brian also serves on the firm’s ETF committee and will update and oversee the firm’s ETF portfolio models.
Brian brings over fifteen years of financial services experience to Burke Lawton Brewer & Burke. Prior to joining our firm, he served as the Associate Director of Reporting and Operations at Threshold Group, LLC and was a Senior Financial Analyst at Ashbridge Investment Management. Prior to joining the financial services industry, Brian was an Account Representative with GlaxoSmithkline Pharmaceuticals.
Brian graduated from West Chester University with a B.S. in Business Management and is a Certified Financial Planner™ CFP®.
Outside of the office, Brian is active in the Wissahickon Neighbors Civic Association. He is also an avid Philadelphia sports fan.