CFA, Research Analyst
As a Research Analyst, Bryan is involved in the firm’s investment research efforts, including asset allocation and investment strategy, manager search and selection, as well as ongoing manager evaluation, and trading client accounts.
Before joining Pacific Portfolio, Bryan worked for CTC | myCFO as an Investment Associate, where he was responsible for asset allocation, portfolio management and optimization, economic and performance analysis, and client relationship management. Prior to his time at CTC | myCFO, Bryan was an Operations Associate with GW Capital, and held research and portfolio analysis roles at Morgan Stanley and CTC Consulting.
Bryan is a CFA Charterholder, and has a Bachelor of Arts degree in Finance and International Business from Portland State University.