West Palm
Beach, FL
Beach, FL
West Palm Beach, FL
Private Wealth Advisors
Client Services
Kristen R. Clippinger
Andrew Serpico
West Palm Beach, FL
Kristen R. Clippinger
Andrew Serpico
Brian has been a partner at The Bahnsen Group since its founding upon leaving Morgan Stanley in early 2015. He serves as co-CIO and a senior member of the Investment Committee. Prior to joining TBG in 2012, Brian was a First Vice President at Morgan Stanley and held similar roles at Citi Smith Barney and UBS, spanning a diverse financial services professional background of 23 years.
Brian is a regular contributor on CNBC World, Bloomberg, and Yahoo TV and co-authors the mid-week Dividend Cafe at TBG. He leads our West Palm Beach office and manages key client relationships for the firm.
Brian holds the Certified Financial Planner™ designation and received his Bachelor’s degree in Business and Economics from the University of California at Santa Barbara. He is married to Sara and blessed with two daughters, Sophie (14) and Anna (12). The family splits time between Dorado Beach Puerto Rico, Palm Beach, and Newport Beach. Brian enjoys playing golf, traveling, and skiing in Park City.
Jeremy is a Private Wealth Advisor located in our West Palm Beach, Florida office. Prior to joining The Bahnsen Group, Jeremy worked as a paraplanner at Lucia Capital Group, a wealth management firm in San Diego, CA managing $450 million. He graduated from California State University-San Marcos with a finance degree and holds the Series 66 license.
Outside of work, Jeremy enjoys reading and maintaining an active lifestyle, which consists of surfing, playing tennis, and playing in a softball league. He is a member of West Hills Champions, a local little league facility where he serves as a mentor to children with special needs and disabilities. His greatest joy is spending time with family.