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Brian Bolan

Senior Wealth Advisor, Managing Director

Cincinnati, OH

Back to Team

Work Experience

Joined MAI in 2024 as a result of the acquisition of Bolan Capital Management where he was President
Worked as a financial advisor at Merrill Lynch, Fidelity Investments, and US Bank before starting his own registered investment advisory firm in 2009
Focuses on portfolio management, research, and creating and implementing personalized investment strategies

Life Outside of MAI

Lives in Anderson Township with his wife, Sarah, and two children
Enjoys spending time with his family and attending the sporting events of his children
Active member in his community, serving on the boards of several non-profit organizations as well as coaching his children’s sports teams

Education

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