Partner, Portfolio Manager
Historical Relationship Tenure: 9 years
Years of Experience: 22 years
- Johns Hopkins University, MS, Finance
- Arizona State University, BS, Finance and BS, Economics
- Minors, Russian and International Business
- Chartered Financial Analyst (CFA®)
- Johns Hopkins University, Graduate Certificate in Investments
Other Notable Information
- Bryan’s niche is working with endowments and foundations.
- Member of the Private Wealth Investment Committee.
- Bryan has also spent more than a decade working closely with multigenerational families.