“Growing up, I was always fascinated by the markets. The countless newspaper cutouts and Wall Street clubs turned into a career all these years later and my passion remains. I am always looking for new ideas and am eager to learn about different strategies and industries. TFC allows me to work firsthand with the best fund managers in the world and build portfolios that I believe will help our clients to be successful in their own lives so they can follow their passions, just as I have followed my own.”
Brian Keri joined TFC Financial Management in 2021. He participates in the firm's investment research and due diligence process, maintains our portfolio models, implements firm-wide trading activity, oversees new account implementation and daily rebalancing activity, contributes to the financial planning and investment review process, and is a member of TFC’s Investment Committee.
Prior to joining TFC Financial Management, Brian was a Trading and Investment Specialist at R. Miller & Associates where he executed daily trading tasks and portfolio rebalances, updated investment models, created portfolios for client retirement plans, and worked with advisors to generate trading plans to realize capital gains and offset losses on legacy assets. Brian started his career in Financial Services at Charles Schwab and worked in a variety of roles: he was an Associate Private Client Advisor specializing in options income generation and hedging strategies for their Private Client Group, a Senior Derivatives Specialist on the Options and Futures Retail Trading Desk, and a Trading Specialist on the Active Trader Team. Brian holds a Bachelor of Science in Accounting with a minor in Financial Management from Clemson University. He has previously held Series 3, Series 7, Series 9, Series 63 and Series 66 licenses.
Brian grew up in New Jersey and now lives on the South Shore of Boston with his fiancée Tori, and their cat Kitty. He is the Vice President of the New England Clemson Alumni Club, and an avid golfer.
