Brian W. Upchurch JD, CPA  CIMA

Brian W. Upchurch JD, CPA  CIMA

President and Managing Director

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Education: 
Ball State University
Indiana University School of Law

Degree
B.S. Accounting, with honors
Doctor of Jurisprudence

Certification
Certified Public Accountant
Certified Investment Management Analyst
Series 65

Industry Experience
Since 1987
1987-2005 – Ernst & Young – Partner and Area Director of Financial Planning
Ernst & Young Investment Advisors – Board of Directors

Column Experience
Co-founder – Since 2005

Hometown
Muncie, Indiana

Resides
Fishers, Indiana

Activities
Indianapolis Zoo – Planned Giving Committee and Advisory Council
Stanley K. Lacy Leadership Alumni Association

Memberships

Investment Management Consultants Association
American Institute of Certified Public Accountants (AICPA)
Indiana CPA Society
Indiana Bar Association (past member)
Hawthorns Golf & Country Club
West Bay Beach and Golf Club – Estero, FL

Brian co-founded Column Capital in 2005 after serving as a Partner and Area Director of Financial Planning for Ernst & Young. He is primarily focused on the continued success of the firm and its clientele. He is equally committed to serving his clients’ financial, tax and investment planning needs. Brian and his wife Amy reside in the Geist area and have three children. He is an avid golfer and tennis player. He and his family attend Waterline Church in Fishers, Indiana.