Brian Brescia

CPA, CFP®, PFS
Managing Partner

Brian J. Brescia is a Managing Partner and Co-Founder of Global Trust Asset Management, LLC. Mr. Brescia brings more than 20 years of experience in the financial services industry to his leadership role at Global Trust. As a Partner, Mr. Brescia’s primary focus is on portfolio management and individual client investments.

Prior to Global Trust, he worked for PricewaterhouseCoopers, LLP in New York City in its Personal Financial Services division. Here, he gained knowledge of tax planning and compliance for ultra-high net worth individuals. Mr. Brescia oversees some major client relationships and creates customized wealth management strategies catering to:

  • High Net Worth Families

  • Trusts & Foundations

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Office Phone: 561-472-0191

Mobile Phone: 561-670-0289

Email: bjb@gbltrust.com

Areas of Expertise

  • Financial Planning

  • Trustee Services

  • Real Estate

  • Investment Management

  • Asset Allocation Strategies

  • Alternative Investments

Professional Memberships

  • Member, American Institute of Certified Public Accountants

  • Member, Florida Institute of Certified Public Accountants

  • Member, Financial Planning Association

  • Junto of the Palm Beaches

Education

  • University of Florida, Bachelor of Science of Accounting

  • University of Florida, Master of Accountancy

  • Series 65 Securities License, Registered Investment Adviser Representative

  • Certified Financial Planner

  • American Institute of Certified Public Accountants

    – Certified Public Accountant

    – Personal Financial Specialist