Brian Woodland

Brian Woodland built the company that grew into Essex Private Wealth Management out of a conviction that clients were better served somewhere smaller and independent. He had spent a decade at large Wall Street institutions, leaving a senior post at Smith Barney in 2006 after a career that ran from Cowen & Company in 1996 through Salomon Smith Barney in Boston. Along the way, he managed portfolios for individuals and smaller institutions, working alongside trading desks, research analysts, and buy-side managers. More than three decades on, his attention sits where it always has, on the investment decisions that carry the most weight for the clients he works with.

Outside the office, Brian enjoys spending time in the Boston area and outside in Colorado with his wife, 3 daughters, and 2 dogs.

• Financial Planning Specialist
• President, Essex Private Wealth Management, member FINRA / SIPC