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Brian is an experienced and disciplined financial manager. He brings over 18 years of thought leadership as portfolio manager, and business operations executive.

Before joining MedData through the acquisition of Cardon Outreach, Brian was Partner at Ambrose Capital Partners, a New York-based private equity fund providing growth capital and operational expertise to growing businesses. Prior to Ambrose, Brian was Partner at Maximus Capital, a hedge fund dedicated to public healthcare investments, where he served on the firm’s Investment Committee. Prior to Maximus, he was with C-Bridge Corporation, a technology consulting firm. He began his career as an Analyst with Bear, Stearns & Co. and Alex Brown & Sons.

Brian is an advocate of participative community involvement through public education and outreach. He works extensively with Prevent Cancer Foundation, an organization focused on the prevention and early detection of cancer through research, education, and awareness. Moreover, he’s served on the Board of Beyond the Boroughs, a New York-based national scholarship fund.

Brian holds a BA from Yale University and MBA from Columbia Business School.