Brian Thorkelson

Brian Thorkelson is a Director in the firm and he directs the investment management practice of the firm. A 35-year wealth management veteran, he holds FINRA Series 7, 63, and 65 securities registrations.

An accomplished, forward-thinking investment management professional, Brian’s extensive experience working with equities, fixed income and alternative asset classes through many market cycles drives his wealth management recommendations for each of his high-net worth clients. Committed to developing strong, positive working relationships, he focuses on developing customized, comprehensive, investment strategies and solutions.

Brian’s extensive experience in portfolio management, investment market strategy, manager selection and due diligence, asset allocation development, investment product marketing and investment technology development and deployment support his goals of helping our clients grow and protecting their wealth.

Brian served as chief investment officer of Lurie Wealth Advisors (LWA) prior to Lurie’s merger with EisnerAmper in 2022. LWA was named to Accounting Today’s annual list of the top 150 CPA Firms by assets under management (AUM), a ranking of leading CPA firms that provide financial planning and wealth management services.

Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EisnerAmper Wealth Management and Corporate Benefits. EisnerAmper Wealth Management and Corporate Benefits is not affiliated with DAI Securities.