Brian Fenlin

Professional

Brian is a Senior Wealth Advisor at Kathmere Capital Management, where he provides strategic financial guidance to business founders, senior executives, and professionals navigating complex wealth management needs.

Before joining Kathmere, Brian led a high-performing advisory team at Oppenheimer & Co. in Radnor, PA. There, he delivered comprehensive wealth management services with a particular focus on supporting clients through business transactions, liquidity events, and the management of illiquid or concentrated equity positions. His experience spans both traditional investment planning and sophisticated financial strategies tailored to the unique needs of high-net-worth individuals.

Brian earned a Bachelor of Arts in Environmental Studies with a concentration in Biology from Hobart and William Smith Colleges, where he was a four-year varsity soccer player and recipient of the Ray Demuth Award for Outstanding Leadership. He later pursued post-baccalaureate studies in Organic Chemistry and Advanced Physics at Saint Joseph’s University, further enhancing his analytical and problem-solving skills.

Personal

Brian is an avid golfer and die hard Eagles fan. If he’s not on a course or cheering on his beloved Birds, he’s probably on the sideline of one of his kids’ games. He currently resides in Villanova with his wife Priscilla, his son Teddy and daughter Milly. Brian loves to travel with his family, explore new restaurants and attend local concerts with friends.