MarketCounsel Consulting is the leading business and regulatory compliance consultancy to the country’s preeminent independent investment advisers throughout all stages of their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the most substantial challenges faced by entrepreneurs in this fast-growing and highly-regulated industry and it has emerged as one of its most effective advocates. From the initial launch of an adviser to its regulatory compliance management platform, and from its business growth to its succession strategies, MarketCounsel consistently delivers trusted counsel within an extraordinary service experience by leveraging the finest minds in the industry, advanced technologies and sound business processes. The firm’s annual event, the MarketCounsel Summit, has become the premier gathering for the country’s leading growth-oriented, independent investment advisers and serves as both a spark and catalyst for conversation among the industry’s leaders.
MarketCounsel clients are now serviced by a team of dedicated MarketCounsellors, a substantial number of whom possess advanced, post-graduate degrees or professional industry credentials. However, all share one thing in common — an unwavering commitment to the success of our clients.
Our professional staff is comprised of experienced securities industry attorneys who frequently present numerous internal and external continuing education opportunities. Brian is often called upon to speak at regional and national conferences, not to mention his own annual gathering of the industry’s top advisers and thought leaders, The MarketCounsel Summit. He is currently a regular contributor for CNBC and has been quoted by The Wall Street Journal, New York Times, Bloomberg BusinessWeek, Dow Jones, and Reuters as well as every investment industry publication.
