Bryan holds the Chartered Financial Analyst® designation.
Bryan focuses on the needs and objectives of clients by providing personalized wealth management solutions to help them achieve their long-term goals.
Prior to joining Mariner Wealth Advisors, Bryan worked as an advisor and relationship manager at Alpha Capital Management. While there, he developed and managed new business relationships, constructed and managed multi-asset class portfolios and researched and selected investments for client portfolios. He was also responsible for identifying objectives and constraints for new clients and their portfolios, performing risk assessments for new and existing clients and writing client correspondence, including periodic market outlook pieces.
Bryan has a bachelor’s degree in finance and a master’s degree in accounting from Texas Christian University. He also has an MBA from Rice University.
Sign up to view 0 direct reports
Get started