Brian K. Bourque
Brian Bourque serves as an Operations Administrator for Ropes Wealth. He is responsible for providing operational support and administration to individuals, families, and institutions as part of our dedicated team in delivering wealth management and client services. In this role, Brian processes all types of client account transactions, and facilitates the onboarding and transition of client relationships by performing reconciliation of portfolios across our custodial, portfolio management, and trading systems.
Prior to joining Ropes Wealth, Brian accumulated ten years of experience providing administrative support to Trust and Sales Officers, most recently at RBS Citizens and at US Trust Bank of America Private Wealth Management. He began his career in the global custody business, working at a number of banks including Mellon Financial Corporation, State Street Bank and Brown Brothers Harriman and Co.
Brian earned an Associate Degree in Accounting at Bay State College, and is currently a candidate for a Bachelor’s Degree in Finance and Accounting at Northeastern University. Brian resides in Watertown with his wife and children. For over 25 years, Brian has enjoyed racing 5k, 10k and half marathons. He is also an accomplished musician, having played guitar since he was 15 years old.