Brian brings a broad entrepreneurial background to Open Road Holdings, having started, grown and advised many types of businesses prior to joining the firm. Starting with Montgomery Securities in the mid-90s, Brian has 20+ year career in finance and investing on behalf of family offices, high net worth individuals, corporates, and institutional capital. Brian’s deep investor relationships give Open Road consistent access to strategic and patient capital.
Having started and successfully co-managed several ventures including an institutional public equity hedge fund, solar finance and development firm, and more recently, turning around a portfolio of underperforming self-storage facilities, Brian applies a broad spectrum of experience to whatever he pursues. Brian has advised and personally invested in a multitude of opportunities in private and public equities, angel investments, real estate, and alternative debt, and has raised more than $1 billion in discretionary capital for his business and investment endeavors.
Brian earned BA degrees in Economics and Philosophy at the University of Michigan, and his MBA at UC Berkeley Haas School of Business.