Brian Gadd is an Operations Manager at Rockport Wealth Advisors with over 30 years of experience in the financial services industry.

He began his career in operations management with National City Bank before moving to Key Bank as a Business Operations Development Consultant. In 2001, Brian founded his own firm, Broker Transfer Consultants LLC, with the goal of helping financial firms grow and improve through operational and service efficiencies, specializing in transition services. For more than 20 years, he partnered with hundreds of companies and financial advisors to achieve their goals through streamlined operations, enhanced service models, and talent acquisition strategies.

Brian earned his Bachelor’s from Bowling Green State University and his Master of Business Administration from Case Western Reserve University. 

Brian lives in Bay Village, Ohio, with his wife, Tricia, and their children, Owen, Chloe, and Sophie. He is a lifelong Cleveland sports fan and enjoys working with local non-profit organizations. He also enjoys live music and spending time outdoors with his family.