Brian Lindberg
Empowering individuals and businesses with Wall Street-level financial knowledge, right here on Main Street.
- Role
- Chief Investment Officer at Fitzwilliams Financial
- Location
- Hampton Roads, VA, US
- LinkedIn followers
- 500 followers
About Brian Lindberg
I bring Wall Street to Main Street by delivering a multi family office experience that is coordinated, repeatable, and built for real world decision making.I serve as Chief Investment Officer at a fast growing registered investment advisor operating as a modern Multi Family Office. My job is to align investment strategy, planning, and implementation across households, business owners, and trusts so advice stays consistent and clients and advisors get fewer handoffs and fewer blind spots.On the investment side, we use a dedicated sub adviser relationship with a veteran CFA charterholder with 30 years of market experience. I lead the oversight, hold weekly investment meetings, and integrate the strategy across client, business, and trust portfolios with clear governance and practical implementation.What makes the platform work is that investments do not sit alone. We pair portfolio implementation with insurance and risk planning, tax services through an affiliated business, and estate and legacy planning coordination alongside client attorneys and other professionals. Clients value the clarity of one coordinated strategy. Advisors value having the full suite under one roof so they can serve at a higher level without trying to be everything to everyone.We have completed mergers and acquisitions with disciplined evaluation, cultural alignment, and integration that protects the client experience and supports long term enterprise value.We hire advisors and operators who are coachable, client first, and energized by building. If you are exploring a new platform, succession, partnership, or a thoughtful exit, message me with what you are building and where you want to go.
Experience
Chief Investment Officer
Jul 2023 — Present · Hampton Roads, VA, US
Education
Tidewater Community College
Associate of Science, Business Administration
2009 — 2011
Armstrong High School
High School, General Studies
2000 — 2004
Skills
- Sales Force Development
- Cold Calling
- Salesforce.com
- Security
- Security Consulting
- Sales Management
- Leadership
- Customer Service
- Management
- Team Building
- Consulting
- Sales
- Leadership Development
- Team Leadership
- Loss Prevention
- Direct Sales
- Loss Prevention Strategies
- Coaching
- Territory Mgmt
- Marketing
- Surveillance
- Training
- Account Management
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