Brian Silvestri

I was born in Baltimore, MD and was raised in Harford County. I received a bachelor's degree from the University of Maryland, double majoring in Finance and International Business, and obtained a Masters in Business Administration from Loyola University in Maryland. I began my professional career at Morgan Stanley where over the course of eight years I progressed to the role of Director in Global Settlement Operations gaining experience in a variety of middle and back office trade support and settlement functions. Prior to joining SFATAI in 2021, I was a project manager for 10 years at Booz Allen Hamilton, overseeing all phases of projects while also leading new business capture efforts. I hold a FINRA Series 65 securities registration as a Registered Representative and Investment Adviser Representative, and am a licensed Life and Health Insurance professional through the Maryland Insurance Administration. In May of 2023 I completed my Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning. The AAMS program focuses on asset management and investments as well as new investment opportunities and recognizing insurance, tax, retirement, and estate issues. In January 2024 I completed my Accredited Portfolio Management Advisor (APMA) designation from the College for Financial Planning. The APMA program provides hand-on practice and education in analyzing investment policy statements, creating portfolios, making asset allocation decisions, and maintaining portfolios. I'm an avid runner and have completed over 40 marathons and half-marathons to date. I live in Harford County with my wife Jennifer, a project manager in Administration at Kennedy Krieger Institute, and two daughters who both attend Youth's Benefit Elementary School. The girls' best friend is their dog Leia, a lab mix. We enjoy all sorts of activities together as a family, including soccer, lacrosse, and trips to the beach.

Silvestri Financial & Tax Advisors, Inc. is a Registered Investment Advisor. Third party asset management services are offered through AssetMark, Inc. Silvestri Financial and AssetMark are not affiliated. Insurance products are sold by individually licensed agents.