VP, Business Development
Bryan leads the sales and distribution efforts in the Southwestern region of the United States, focusing on building new relationships in the territory. In addition to working with existing RIA firms and advisors, Bryan also works with “breakaway advisors” from the wirehouse and IBD environment in setting up new RIAs supported by GeoWealth.
Prior to joining GeoWealth in 2021, Bryan was a Business Development Director with Envestnet. Bryan joined Envestnet in May of 2000, and held a variety of positions during his tenure – all focused on helping financial advisors grow their businesses. He worked closely with broker-dealer representatives, bank wealth management advisors, dually-registered advisors, and most recently exclusively with RIAs.
He supported existing advisors and firms, as well as cultivated and onboarded new relationships to the investment and technology platform
Bryan graduated from Colorado State University with a B.S. in Finance. Bryan holds his series 65 License.
Bryan is a native of Colorado. Outside the office, Bryan enjoys spending time with his wife and two kids. Whenever he gets the chance, he loves spending time in the mountains of Colorado.