- Since 2012, a Financial Advisor with Morgan Stanley (2014-2017), MassMutual (2012-2014), and independent RIAs (2017-2019).
- 20 years' experience in derivatives
- As a derivatives trader, broker, and finance officer (reporting to Financial Services Authority the UK Regulatory body, 1996-2001).
- Spent 15 years in London (1994-2009); gained an international perspective on global economy and international companies.
- Traded on first electronic exchanges in US and Europe (Globex, Eurex)
- Started career in commercial real estate development as an accountant (1987-1991).
- Bachelor of Science, Accounting Lehigh University
- Certified Public Accountant, 1989 (currently registered)
- Certificate in Horticulture, Royal Horticulture Society, London 2002
- PADI Assistant Instructor, (inactive), 1990-1996
- Co-Chair Financial Planning Forum, Illinois CPA Society, 2013-present
- Treasurer, Sons of the American Legion Post 42, Evanston IL
- Member, U.S. Speedskating.org
About Us
Haddam Road Advisors is dedicated to demystifying financial services, making them accessible and practical for everyday life.
Who We Are
At Haddam Road Advisors, we bring a unique blend of care, expertise, and personalized service. While numbers matter, our focus is on people—their goals, values, and the communities they support.
We see financial planning as a way to create security, opportunity, and lasting impact. By understanding what truly matters to you, we craft strategies that align with your vision, helping you make confident, informed decisions for the future.
Brian Kearns
Founder, President
My 30-year journey in financial markets has been anything but conventional. From working as a CPA and Finance Officer to roles as a derivatives trader, broker, investment manager, and financial planner, each experience has shaped my approach to planning and investing. Along the way, I’ve been involved in multiple startups across two continents and understand the challenges confronting business owners.
Amy Moses, MSW
Director of Wellbeing
My work is guided by a simple yet powerful question: How can I best support the person in front of me? Throughout my career, I’ve been committed to meeting people where they are and helping them navigate life’s transitions with care and understanding. I recognize the evolving seasons of life and am passionate about providing the guidance and support needed to enhance overall wellbeing.