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Professional Biography

With nearly 3 decades working within the wealth management space, Bryan has extensive experience in all facets surrounding the needs of UHNW individuals and their families located around the world. As Director of Investment Services and Relationship Management for The Bryn Mawr Trust Company of Delaware, he leads a team of trust professionals operating within the construct of the ‘Delaware Advantage’, where he aligns a family’s strategy and values to support their needs generations down the road. Bryan began his career at Merrill Lynch, before transitioning to focus solely on Delaware trust law in 2017. Concurrently, he recently retired as a Lieutenant Colonel in the United States Marine Corps, where his awards included the Combat Action Ribbon and Bronze Star medal for service in Iraq and Afghanistan.

What is your favorite restaurant to take a client or colleague to?

When in San Francisco, the restaurant Gary Danko

What is the best piece of advice you have ever received?

Just get the job done'

What was your first job?

Newspaper boy

What is the book you recommend to everyone?

The Book of Charlie

What changes do you expect to see in your practice over the next year?

AI transformation