Bryan Green

Bryan Green is a business and finance major, Bryan got his start in the finance industry on the analytical side as a credit analyst in a large bank. He counts it as one of the turning points in his career when he was later offered a relationship management position and an opportunity to begin building a clientele. After 20+ years, many of these clients still look to Bryan to bring the resources of his team at 6 Meridian to assist them with their investment and wealth planning.

A big-picture thinker with an eye for detail, Bryan manages the total relationship between client and firm. He’s often a client’s first contact for asset allocation, risk management, and portfolio management. Their clients appreciate his proactive approach, identifying and tailoring investment strategies, including alternative investments and structured products, while always keeping the end game in mind.