Bryan began his wealth management career in 2005 when he joined Traust Sollus Wealth Management, which was acquired by Mercer Advisors in 2018. His areas of expertise include, but are not limited to, high net worth financial planning, income tax planning and investment advisory. He graduated from the University of Michigan (Ann Arbor) with a Bachelor of Science in Engineering in Industrial and Operations Engineering. He has also earned a Master of Accounting and Financial Management degree from DeVry University’s Keller Graduate School of Management. Bryan is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA) Charterholder.
New York
767 Third Avenue 37th Floor New York, New York 10017