Raymond C. H. Bryan
Private Advisor, Senior Vice President Rockefeller Global Family Office
- Role
- First Vice President Wealth Management at Janney Montgomery Scott LLC
- Location
- Saratoga Springs, NY, US
- LinkedIn followers
- 500 followers
About Raymond C. H. Bryan
Raymond C.H. Bryan is a Senior Vice President and Private Advisor at the Rockefeller Global Family office. Clients rely on his inventive, holistic and forward-thinking approach to wealth management, consistently delivering creative solutions that go beyond conventional strategies.Raymond partners with families, entrepreneurs, business owners, and high-net-worth individuals, orchestrating integrated solutions that align financial capital with family purpose. He specializes in multigenerational success and well-being, taking a overarching view of each client’s financial and nonfinancial priorities to design and execute comprehensive wealth plans that span investment policy, risk and liquidity management, tax-aware structuring, and coordinated trust-and-estate planning. Raymond is passionate about educating the next generation of clients, empowering them with financial literacy and stewardship skills to ensure their family’s success for years to come.Prior to joining Rockefeller, Raymond served as a Financial Advisor and First Vice President at Janney Montgomery Scott. His firsthand experience in a family business and guiding clients through significant liquidity events gives him a unique perspective on the challenges and opportunities facing business owners.Raymond holds a BA from Skidmore College and an MBA from Fordham University. He maintains Series 7, 63, and 65 registrations, as well as New York Life, Accident, and Health Insurance licenses.As a dedicated community leader, Raymond has served on the Board for the Saratoga Springs Senior Center as the President and Vice President. In addition, he was actively involved with Skidmore College through the Parent’s Council and President’s Advisory Council. Raymond currently serves on The Board of The Orchard Project, a leading incubator for new dramatic works. Raymond’s passion for horse racing has led to ownership stakes in horses that have won both the Travers and Belmont Stakes.Raymond resides in Saratoga with his family and their dog, Henry.
Experience
First Vice President Wealth Management
Feb 2022 — Present · Saratoga Springs, NY, US
Education
Stanford University Graduate School of Business
Executive Publishing Program
2001
Fordham Gabelli School of Business
MBA, Finance and Media and Communications
2002 — 2004
Skidmore College
BA, History
1990 — 1994
Skills
- Retirement Planning
- Asset Management
- Finance
- Management
- Asset Allocation
- Mutual Funds
- Strategic Planning
- Financial Analysis
- Investments
- Strategy
- Wealth Management
- Financial Advisory
- Executive Management
- Financial Planning
- Marketing
- Portfolio Management
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