Bryan Jarman, CFA®
Partner, Portfolio Manager
In his role at Private Wealth, Bryan has spent more than a decade working closely with multigenerational families. He specializes in working with endowments and foundations, leveraging his expertise to meet their unique needs. Additionally, he is a member of the Private Wealth Investment Committee.
Historical Relationship Tenure:
Years of Experience:
Educational Background
- Johns Hopkins University, MS, Finance
- Arizona State University, BS, Finance and BS, Economics
- Minors: Russian and International Business
Designations/Certifications/Classes
- Chartered Financial Analyst (CFA®)
- Johns Hopkins University, Graduate Certificate in Investments
Awards/Recognitions
- Bryan recently ranked #56 among AdvisorHub’s 250 Advisors to Watch RIA list
*The AdvisorHub Advisors to Watch RIA list is compiled based on a comprehensive evaluation of Registered Investment Advisors (RIAs), focusing on their business scale, growth, and professionalism. The ranking aims to identify RIAs who are not only successful in terms of assets under management but also demonstrate strong growth, exceptional client service, and ethical business practices. AdvisorHub did not receive compensation in exchange for placement on the ranking.