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Bryan Monteverde

Financial Advisor, Investment Manager, Vice President

Granite Bay Wealth Management LLC

United States, New Hampshire, Portsmouth

About Me

Bryan graduated from the University of Pittsburgh at Johnstown with a Bachelor’s in Finance and a minor in Economics. He has over 15 years of experience in the financial service industry. Before joining Granite Bay Wealth Management Bryan spent 10 (+) years working with the Bank of New York Mellon Wealth Management helping design, implement and administer estate and investment strategies for high-net-worth families in various capacities. First, as a Privately Held Business Advisor working with relationships owning privately held family businesses. After completing a comprehensive credit training program, he worked as a Senior Private Banker and advised his clients on credit, cash manageme

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Profile Information

Financial Advisor, Investment Manager, Vice President

Granite Bay Wealth Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Portsmouth

New Hampshire

United States

Aug 9, 2025

Work Experience

GRANITE BAY WEALTH MANAGEMENT

Financial Advisor, Investment Manager, Vice President
Oct 2022 - Present
Email: bmonteverde@granitebaywm.com

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