Bryan Jarman, CFA

Experience

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  Ford Motor Credit Company

  Jan 1996 - Jan 1999

  Manager
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  Morgan Stanley

  Jan 1999 - Jan 2002

  Financial Advisor
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  Lincoln Financial Advisors

  Jan 2002 - Jan 2004

  Wealth Management Specialist
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  Wells Fargo

  Jan 2004 - Oct 2011

  Investment Manager

  Manage over $100MM of discretionary assets for high net worth private clients.Utilize investment-consulting approach to execute four asset class allocation investment strategies while customizing to the clients’ individual circumstances.Articulate investment strategies, economic conditions and market outlook in individual and group settings.Coordinate with Relationship Manager, Private Banker, Trust Fiduciary and Wealth Advisor to provide full balance sheet wealth strategies.Develop investment policy statements with the clients.Conduct one-on-one performance reviews with clients. Show less

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  Hepburn Capital Management, LLC

  Nov 2011 - Aug 2012

  Director of Research

  Co-manage $25MM of discretionary assets for private individuals.Participate in the development, back-testing and implementation of advanced investment strategies that adapt to changing markets.Conduct investment reviews with clients

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  Wells Fargo

  Nov 2012 - Dec 2021

  Senior Investment Strategist

  Knowledge is power. ══ BLUEPRINT ══ I worked with a team of professionals to advise wealthy families on strategies to preserve, grow, and transfer their wealth. My focus was on creating and managing customized investment portfolios to achieve those goals. I would make sure that all accounts' cash balances investments were optimal. I tried to take internal research, process it, and apply it to rebalancing portfolios while looking at the long-term needs of the portfolio in comparison to the intermediate projections. I have spent more than a decade working closely with multigenerational families. I specialize in working with endowments and foundations. Cultivating new business and revenue, I manage significant client portfolios and consult with the team to develop and recommend a client-centric investment portfolio. I deciphered financial and non-financial asset opportunities to integrate into the overall investment plan for clients, developing and executing client investment strategy. I am a Chartered Financial Analyst (CFA®) and hold a Johns Hopkins University Graduate Certificate in Investments. Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. https://www.wellsfargo.com/ ══ SPECIALTIES ══ Asset Allocation | Investment Strategies | Portfolio Management | Investments | Wealth Management | Wealth Management Services | Alternative Investments | Investment Advisory | Fixed Income | Mutual Funds | Equities | Investment Management | Asset Management | Endowments | Foundations | Finance | Financial Advisory | Financial Planning | Complex Investment Concepts | Complex Investment Strategy Show less

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  Private Wealth Asset Management

  Dec 2021 - now

  Partner, Portfolio Manager

  I love communication. ══ COOPERATION ══ I am a Partner and a Portfolio Manager for Private Wealth Asset Management. I love to uncover my clients' needs and find solutions for them. I gather as much information from as many sources as possible. I stay up-to-date on current events and politics, both domestically and internationally. I pay attention to the Federal Reserve and interest rates to determine future projections. I like to talk to as many people as possible to gain perspective. My guidance supports the company by improving financial performance and development for our clients. My growth strategies defined new target markets and encompassed executions plans that distinguish Complex Investment Strategies to deliver targeted growth. With an intricate comprehension of our industry, I can assist clients from all walks of life. I create recognition for potential advisors, contributing the expertise needed when joining Private Wealth. Together, we have expanded the scope of financial concepts. We do not expect our clients to look to various companies for their needs because we offer client-focused customized teams. Our clients get everything they require and nothing they do not need. We propose a seamless encounter with minimal hassle. Our trusted team listens, explores, creates, and implement resolutions that manage financial impacts. You can find our team of professional experts at https://www.privatewealth.com/ ══ SPECIALTIES ══ Asset Allocation | Investment Strategies | Portfolio Management | Investments | Wealth Management | Wealth Management Services | Alternative Investments | Investment Advisory | Fixed Income | Mutual Funds | Equities | Investment Management | Asset Management | Endowments | Foundations | Finance | Financial Advisory | Financial Planning | Complex Investment Concepts | Complex Investment Strategy Show less