As Portfolio Manager, Bryan is responsible for working directly with clients to align their investment portfolios with their short- and long-term financial goals. Bryan is part of our dedicated, in-house investment team. He collaborates with other members of the Investment Strategy Group (ISG) in setting firm-wide investment standards. Bryan enjoys getting to know the unique goals our clients have and creating an asset allocation mix suited to their risk level. Bringing 15+ years of experience in the financial industry, Bryan has gained experience at other registered investment advisors (RIAs) and asset managers. In his most recent role, he served as a Senior Research Analyst heading up d