Bryan Stone

Bryan Stone is currently employed in an unknown role at Allocations. Bryan has held previous positions as Senior Vice President - Product Development at Neuberger Berman from September 2009 to March 2013 and as Vice President - Head of Morgan Stanley Funds Strategy and Project Management from December 2002 to August 2009.

In their role as Senior Vice President - Product Development at Neuberger Berman, Bryan led a team responsible for product initiatives across all Retail, Intermediary and Institutional channels researching and analyzing strategic options for the entire Neuberger Berman platform. Bryan also designed and proposed new product launches for various channels based on client demand and procured approvals from Senior Management and the Neuberger Berman Fund Board for all product-related activities.

During their time as Vice President - Head of Morgan Stanley Funds Strategy and Project Management at Morgan Stanley, Bryan led a team responsible for Product Strategy, Distribution Strategy and Project Management for the Morgan Stanley Retail & Institutional Mutual Fund Complexes. Bryan's responsibilities included reviewing the competitiveness of the fund offering, identifying gaps and recommending solutions, conducting analysis to identify distribution channel trends and developing actionable solutions, researching, analyzing and recommending Fund Family distribution and branding strategies, and creating and delivering product and distribution strategy updates to the Funds Board of Directors.

Bryan Stone earned their MBA in finance and global business from NYU Stern School of Business. Bryan also has a BBA in finance and management from Emory University - Goizueta Business School. Bryan is certified by the Financial Industry Regulatory Authority (FINRA) and holds licenses for Series 24, 7, and 63.