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private wealth
Bryan Jarman

Bryan Jarman, CFA

Partner, Portfolio Manager

Historical Relationship Tenure: 9 years

Years of Experience: 22 years

Educational Background

  • 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.