Focus Area
Bryan oversees relationship management for custody services. His prior experience with investment operations gives him a distinctive view on the downstream impact custody services has on his advisor relationships. This, along with Fiduciary’s ability to be flexible, offers advisors a unique custody solution.
Experience
Before joining Fiduciary Trust, Bryan spent 13 years with State Street’s Wealth Manager Services group, where he most recently served as Assistant Vice President responsible for relationship management for their investment operations outsourcing business. Before that, he served as a Client Service Officer supporting registered investment advisors as well as an operations manager overseeing large trust outsourcing relationships.
Personal
Bryan resides in Westwood MA, with his wife and three young children. He enjoys spending time with family, outdoor activities, and coaching his kids in their youth sports.
