Brian Fenlin

Professional

Prior to joining Kathmere, Brian led a team at Oppenheimer & Co in Radnor, PA where he offered comprehensive wealth management services to founders, members of senior corporate executives, and professionals. In addition to more traditional investment and financial advice, Brian also frequently supported complex financial strategies during business transactions and other liquidity events, handled illiquid assets in private or publicly traded companies, and managed concentrated equity positions.

Brian graduated from Hobart and William Smith Colleges with a Bachelor of Arts in Environmental Studies and a concentration in Biology. During his time at Hobart, he was a 4-year member of the Varsity Soccer team and won the team’s Ray Demuth Award for Outstanding Leadership. He later completed his Post Baccalaureate in Organic Chemistry and Advanced Physics at St. Josephs University.

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.