Brian Seay, CFA®

At Mill Capital Management, Brian leads the investment strategy where he manages the firm’s asset allocation process, proprietary large-cap equity strategy, and investment platform due diligence. With more than 25 years of experience, Brian brings extensive knowledge in helping to meet the needs of multi-generational families and charitable trusts. Brian works closely with clients implementing Mill Capital’s investment strategy by constructing customized portfolios that meet unique client goals and objectives.

Prior to founding Mill Capital Management, Brian was a Senior Investment Strategist with The Private Bank at Wells Fargo in Charlotte, North Carolina. He was responsible for portfolio management for high-net-worth families and charitable trusts including asset allocation, portfolio construction, security selection, and risk management.

Brian earned his Bachelor of Business Administration degree in Finance from Walsh College in Troy, Michigan. Brian was awarded the Chartered Financial Analyst® (CFA) designation by the CFA Institute.