Bryan joined Homrich Berg in April 2023 as a Senior Associate on the Financial Planning team.
Bryan started his career at UBS in 2018 as a Graduate Talent Program Analyst. In his most recent role there, Bryan was a Portfolio Strategist where he was primarily responsible for articulating and delivering comprehensive, research-driven asset allocation and portfolio strategy advice to Private Wealth Advisors and their ultra-high net worth clients. Prior to that, he was a Wealth Planning Associate. In this role, he focused on financial planning and partnering with advisors to create and deliver comprehensive plans to clients and prospects.
He graduated magna cum laude from the University of Georgia, where he was a student athlete (track and field/cross country) and majored in Financial Planning, and minored in Consumer Economics. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Bryan currently lives in Smyrna with his wife and enjoys spending time with family and friends. He is also passionate about financial literacy and helping the community understand the importance of finance through various volunteer opportunities.