Investment Operations Associate
Bryan joined Capital Wealth Management in February 2021 as an Investment Operations Associate. Prior to joining Capital Wealth, he has worked for various Institutional and registered investment advisor investment firms where he gained extensive knowledge of operational processes and procedures. By providing an exceptional client service experience, Bryan helps facilitate quality relationships with the firm’s clients and effectively support the firm’s day to day operations.
Born & Raised in Warwick, Bryan currently resides in North Providence with his girlfriend, Paige, who works for a Non-Profit Community Agency. In his free time, Bryan enjoys spending his summers by the water, spending time with family and friends, and participating in various sports such as golfing, baseball, and shooting sports.
- BS, Finance, Economics Minor – University of Maine
- FINRA Series 7- General Securities Representative
- FINRA Series 66- Uniform Combined State Law
- Treasurer, Son’s & Daughters of Italy – Vince Lombardi Lodge, West Warwick, RI