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


Bryan Monteverde
Financial Advisor, Investment Manager, Vice President
Granite Bay Wealth Management LLC
United States, New Hampshire, Portsmouth
About Me
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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