Brian M. Seelinger


Brian has spent his career solving complex financial challenges. He is compassionate while maintaining a process-oriented methodology. Examining a situation from multiple angles while being able to communicate across business roles is one of his strengths. His breadth of experience across roles and industries provides clients a 360 degree view of situations, often providing unique but simple solutions while also able to engage in the most complex financial situations.

Brian was most recently a Senior Portfolio Manager and Vice President in the Trust Department of a publicly traded multi-state bank. While there he worked with institutional and personal clients, including municipal governments, pensions, non-profits, guardianships, foundations, endowments, authorities, trusts, small businesses, and high‑net worth clients. Beyond investment management he also performed a variety of fiduciary and compliance tasks regarding ERISA, mutual fund selection, financial modeling, risk management, financial projections, and tax planning,

He also has experience as an entrepreneur at a regional technology firm, growing it to over $40 million in sales and managing more than 30 employees. He has negotiated more than $200 million in contracts, and has lead multi-year projects involving technical, finance, accounting, and operating staff as the liaison able to speak the “language” of each area. Brian knows the stress of running a growing business and making a payroll.

Practice Areas

  • Syracuse University College of Law, J.D.
  • Pennsylvania State University, M.B.A.
  • Pennsylvania State University, B.S. in Finance


  • Pennsylvania
  • U.S. District Court for the Western District of Pennsylvania
  • U.S. Tax Court


  • Chartered Financial Analyst (CFA®)
  • Certified Public Accountant (CPA)
  • Financial Risk Manager (FRM®)
  • Chartered Alternative Investment Analyst (CAIA®)
  • Certified Securities Compliance Professional (CSCP®)
  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Professional Risk Manager (PRM®)
  • Retirement Income Certified Professional (RICP®)

Business Purchase (Buyer):

  • Developed buy-out plan leveraging existing assets to reduce loan expense
  • Compiled pro-forma financial statements
  • Found increased efficiencies in existing processes and contracts
  • Suggested protective covenants to secure buyer’s financial interest

Non-Profit Trust:

  • Prepared necessary filings to invade permanent maintenance fund for necessary and extraordinary capital expenditure

Community and Professional Service

  • CFA Financial Literacy Program for K-12, Volunteer
  • Penn State University, Adjunct Lecturer, Finance
  • Boy Scouts of America, Leader and Eagle Scout

Professional Affiliations

  • Erie County Bar Association
  • Pennsylvania Bar Association
  • CFA Society, Pittsburgh and Cleveland Chapters
  • Chartered Alternative Investment Analyst Association Virtual Chapter
  • Global Association of Risk Professionals
  • American Numismatic Association
  • Federalist Society

Speaking Engagements

  • Firm's Municipal Law Symposium, 2024: Municipal Law Roundtable Panelist
  • Scouting University 2024: Taught Personal Management Merit Badge course
  • Plan Sponsor's National Conference Session "In-Plan Guaranteed Income" Panelist, June 2021
  • Crossroads Foundation Pittsburgh: Presented on financial literacy for first generation college students
  • CFA Society of Pittsburgh Act 48 Seminar: Presented financial literacy fundamentals for teachers