Brian Ullsperger

Managing Director

Managing Director at Andersen Tax, LLC. He has extensive experience in the investment consulting industry and focuses on providing investment consulting to high net worth individuals, families, foundations, and endowments. Before re-joining WTAS, Brian was a founding partner at Capital Fiduciary Advisors, Inc in Leesburg, VA where he was the Chief Investment Officer. Brian spent nearly eight years with Charles Schwab, Inc. in northern California and Reston, Virginia as a Private Client Consultant. Over his career, Brian has provided a wide variety of client services, including private and institutional consulting, wealth management, retirement and estate planning, and insurance planning.

Talks About
#investment #finance

Preferred Locations
#Northamerica