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Bryan  Smith

Bryan Smith

CFA Director of Research & Trading

His current responsibilities include researching, trading, and managing client portfolios.

Bryan graduated from the University of Arizona with a specialization in finance. He is a Certified Financial Analyst (CFA) with more than 20 years of experience in the investment industry.

Bryan grew up in Arizona and moved to Texas in 2014. His fiancé, Amy, works in the fashion and jewelry industry and they are planning a wedding this year. Bryan and Amy enjoy road trips & hiking.

Bryan enjoys helping clients reach their financial goals and continually learning about the markets.