About Bryan
With nearly 15 years of experience in the investment management industry, Bryan has spent his career working to provide investment solutions for his clients that meet their specific individual financial needs. Bryan’s primary focus is business development, representing Focus Partners Wealth within the Fidelity Investments referral program.
He has worked for multiple family-owned independent Registered Investment Advisors. During that time, his responsibilities ranged from working with high net worth clients building customized portfolios using equities, fixed income, and derivative instruments, to developing and managing the private client division of an automated investment program.
Outside of the office, Bryan enjoys spending time with his wife and four children.
Education and Professional Milestones
-East Carolina University - bachelor’s degree in mathematics
With nearly 15 years of experience in the investment management industry, Bryan has spent his career working to provide investment solutions for his clients that meet their specific individual financial needs. Bryan’s primary focus is business development, representing Focus Partners Wealth within the Fidelity Investments referral program.
He has worked for multiple family-owned independent Registered Investment Advisors. During that time, his responsibilities ranged from working with high net worth clients building customized portfolios using equities, fixed income, and derivative instruments, to developing and managing the private client division of an automated investment program.
Outside of the office, Bryan enjoys spending time with his wife and four children.
Education and Professional Milestones
-East Carolina University - bachelor’s degree in mathematics