Bryan M. is an experienced professional in financial consulting, currently serving as an Enterprise Solutions Consultant at Addepar since January 2023. Previously, Bryan held the position of Senior Consultant at EY from April 2019 to November 2022, focusing on wealth and asset management strategic business transformations. Prior to that, Bryan spent nearly four years at Vanguard in various roles, including Flagship Client Representative, where management of a portfolio of over 600 high-net-worth families with $1.4 billion in assets under management was a key responsibility. Bryan's experience also includes serving as a Business Development Intern at Maas Capital LLC and a Commodity Futures Intern at Province Line Capital LLC. Bryan holds a Bachelor's of Science in Business Administration with a major in Finance and a minor in Economics from Elon University, completed in May 2015.
This person is not in any teams
This person is not in any offices