- 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 to the world of financial planning and portfolio management. Our roots are deeply embedded in a tradition of quality care, having grown from the compassionate environment of Haddam Manor, a small nursing home occupied by our founders. This foundation instilled in us the values of responsibility, empathy, and the unwavering commitment to support and guide others.
Our professional journey spans diverse fields, including trading, brokerage, finance, and horticulture. This eclectic background equips us with a comprehensive understanding of risk management, strategic planning, and the discipline of using metrics to navigate complex financial landscapes.
Our mission is to help you navigate your financial journey with confidence, providing non-judgmental guidance and unwavering support. We focus on both the immediate and long-term implications of your financial decisions, ensuring you have a clear and holistic understanding of your financial health.
Brian Kearns
Financial Planning & Portfolio Manager
From the time I was five the idea of a quality standard or care for people and the responsibility of delivering that care was embedded in me. I grew up living in Haddam Manor, a small nursing home owned and run by my father and mother, a geriatric nurse.
Most of my professional career was spent far from that beginning, but my years as a trader, broker, and finance officer in the derivatives industry taught me to focus on risk rather than chase returns. And the discipline l learned as a CPA impressed upon me the need to use numbers to measure what’s currently happening and describe the future.
I’ve also been interested in horticulture for many years, teaching patience and persistence, the influence of seasons, and creative ways to increase yields.
Haddam Road Advisors is the culmination of these beginnings, careers, and interests. our goal is to demystify financial services and make it something you practice every day, without fear, with a sense of support, and with non-judgmental guidance. We want to help you get to where you desire by knowing where to start. One step at a time.