Brian Smith is an Associate at Fund Services Group. His responsibilities are within the Outsourced Investor Services team where he focuses on the onboarding process for the investors of our clients. This involves collecting information from our client's investors, delivering populated subscription documents for execution, creating and populating investor records within client systems, and managing automated subscription platforms and related workflows.

Prior to joining FSG, Brian worked in various roles within the wealth management industry, with responsibilities including client service and investor onboarding. Brian has a Bachelor’s in Economics from Lewis & Clark College.

In his free time, Brian enjoys spending time with family and friends, traveling, and playing golf.