Professional Summary
Professional Overview
Brian Tillotson is the President and Founder of Virtus Wealth Management, a leading financial advisory firm based in Dallas, Texas. With over 25 years of experience in the finance industry, he is a seasoned expert in wealth management, investment planning, and asset allocation strategies.
Experience Summary
Current Role
As the President and Founder of Virtus Wealth Management, Brian is responsible for setting the strategic vision and overseeing all aspects of the firm's operations. Under his leadership, Virtus has grown to become a trusted advisor to high-net-worth individuals and families, providing personalized financial solutions to help clients achieve their long-term financial goals. During his tenure, Brian has spearheaded the firm's expansion into new markets and the development of innovative investment products, solidifying Virtus' reputation as a forward-thinking, client-centric wealth management firm.
Career Progression
Prior to founding Virtus Wealth Management, Brian held various finance leadership roles, including Vice President of Finance at Excel Communications and Director of Finance at PrimeCo Personal Communications. He also garnered extensive experience in asset and liability management as a Manager at Bank One Texas, where he played a key role in managing the bank's investment portfolio and optimizing its risk-return profile.
Academic Background
Brian holds a Bachelor of Business Administration (BBA) degree in Finance from the University of Texas at Austin, where he graduated with honors and was recognized for his academic excellence.
Areas of Expertise
- Wealth management and financial planning
- Investment portfolio construction and optimization
- Asset allocation strategies
- Risk management and mitigation
- Financial modeling and analysis
- Strategic planning and business development
Professional Impact
Throughout his career, Brian has been recognized for his contributions to the finance industry. He has been a frequent speaker at industry conferences, sharing his insights on emerging trends and best practices in wealth management. Additionally, Brian has served on the board of directors for several non-profit organizations, leveraging his financial expertise to drive positive change in the local community.
Conclusion
With his deep industry knowledge, strategic vision, and unwavering commitment to client success, Brian Tillotson continues to lead Virtus Wealth Management as a trusted partner for high-net-worth individuals and families seeking comprehensive financial guidance and solutions.
