Vice President of Operations
Bryan (CFA) serves as WealthCentral’s Vice President of Operations and Business Development. He oversees client acquisition and client retention (including client satisfaction and financial performance) for our inStream Solutions brand. He joined WealthCentral’s predecessor company in 2013.
Prior to joining WealthCentral, he served in executive positions at McLean Asset Management Corp, a $2b AUM RIA in the DC area.