(763) 923-2247
bfoster@oakridgefinancial.com
Brian joined Oak Ridge in July of 2010, as a Senior Vice President of Investments. With over 20 years of experience in the financial services industry, Brian specializes in assisting clients with a customized asset allocation process that combines strategic and tactical components and gives clients the opportunity to achieve their financial goals. In addition to that, Brian has significant experience with the community banking industry and has worked extensively throughout his career with bank executives and bank holding companies, assisting with both their personal and corporate portfolios.
Prior to joining Oak Ridge, Brian spent several years at The Chicago Corporation in the Bank Equity Sales division. This group provided research, corporate finance, and sales and trading services to the community banking industry.
In 2001 he joined RBC Wealth Management where he expanded his efforts to help individual investors manage risk using tactical asset allocation. In 2007, he earned RBC’s designation of Accredited Wealth Manager through a program affiliated with Michigan State University.
In his leisure time Brian enjoys golf, fishing, and hunting. He also enjoys spending time with several canine companions, which includes two very enthusiastic bird dogs.
Brian has a B.A. in Economics from the University of Chicago.