Bryan joined HB Wealth in January 2025 after working with WMS Partners. As VP of Finance, Bryan works with the CFO to oversee HB’s corporate accounting functions, including both internal and external financial reporting.
Before joining HB, Bryan spent 20+ years with WMS Partners in Towson, MD, serving as the CFO for the last 6 years. He previously held the role of Senior Portfolio Manager, working directly with clients and advisors to evaluate investment opportunities and manage client portfolios.
Bryan is a Chartered Financial Analyst (CFA®) charter holder and graduated magna cum laude from the University of Pennsylvania. As a member of the Huntsman Program, Bryan earned a Bachelor of Science degree in Economics with concentrations in Finance and Accounting from the Wharton School, as well as a Bachelor of Arts degree in International Studies from the University’s College of Arts & Sciences.
Bryan is an assistant coach on his son’s travel baseball team.
In his spare time, Bryan enjoys spending time with his wife and two children, rooting on the Orioles and Ravens, and playing poker with friends.