Brian Gloria, MBA, CFP®
DIRECTOR OF PRACTICE MANAGEMENT
Brian Gloria is Siller & Cohen’s Director of Practice Management. He is responsible for oversight of the firm’s daily operations. Since 2009, Brian held multiple roles as a member of Lincoln Financial Advisors (Division of Lincoln National Corporation, a Fortune 500 company) including Director of Operations and Director of Supervision.
As Director of Operations, he was responsible for general oversight of six regional planning offices which make up the Northeast division including Northern New York, Pennsylvania, Massachusetts, Connecticut, New Jersey, and New York. Most recently as Director of Supervision, he was responsible for regulatory oversight of this territory which involved traveling to all major and satellite offices ensuring compliance standards were met.
During this time, he was a member of Lincoln’s Compliance Committee and the Resource Group’s Compliance Committee.
Brian graduated from LIU Post with a bachelor’s degree in Business Management and a master’s degree in Business Administration. He currently holds FINRA Series 7, 24 and 66 licenses. In addition, he recently earned the Certified Financial Planner™ (CFP®) designation issued by the CFP Board of Standards. This designation is awarded to individuals who pass the CFP Examination and agree to abide by the high ethical standards set forth by the CFP Board’s Standards of Professional Conduct.
Brian and his wife Michelle recently celebrated their 5th wedding anniversary and adopted a rescue dog named Bodie. In his spare time, he Drag Races a 1985 Mustang as a member of the National Hot Rod Association (NHRA).