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Bryan Pham is the Head of Institutional Sales at Percent. He utilizes his vast network of family offices, RIAs, alternative asset managers, UHNWI's, C-Level Executives, entrepreneurs and COI’s to build meaningful lasting relationships, raise capital, source deal flow, create partnerships and add value in various capacities. Bryan is a first-generation immigrant with a passion for helping others achieve multi-generational wealth and financial literacy in underserved communities. He sits on the Board for the LeBow College of Business' BRIDGE program, which supports underrepresented populations in business as they develop into the leaders of the future.Bryan has 13+ years of experience in financial services, specializing in alternative investments and wealth management. Most recently, he was Vice President at a SFO and private equity firms focusing on lower middle market businesses and payment processing. Prior to that, Bryan was an Investment Associate at an alternative investments platform where he gained a wealth of knowledge in alternative investments and the RIA channel. Bryan started his career as a Wealth Management Associate at JP Morgan Securities in Philadelphia and an Analyst at JP Morgan. He currently holds a FINRA Series 7 license.Bryan attended the LeBow College of Business at Drexel University, where he graduated with a Bachelor of Science in Business Administration with a dual concentration in Finance and Marketing.
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Head Of Institutional SalesPercentPhiladelphia, Pa, Us -
Head Of Institutional SalesPercent Jul 2023 - PresentNew York, New York, Us -
Advisory Board MemberDrexel University'S Lebow College Of Business Feb 2021 - PresentPhiladelphia, Pa, UsAdvisory Board Member for the LeBow College of Business' BRIDGE program. BRIDGE is a learning community created in 2012 to support underrepresented populations in the fields of business as they develop into the leaders of the future. Drexel LeBow’s Build Relationships in Diverse Group Experiences (BRIDGE) received the 2024 Inspiring Programs in Business Award from INSIGHT Into Diversity magazine, the largest and oldest diversity and inclusion publication in higher education.https://www.lebow.drexel.edu/academics/undergraduate/life-lebow/learning-communities/lebow-bridge -
Vice President10 East Sep 2022 - Jul 202310 East is a membership-based investment firm founded by Michael Leffell, former Deputy Executive Managing Member of Davidson Kempner, focused on providing targeted exposure to private markets. Members invest at their discretion in single-investment and niche fund vehicles across private credit, real estate, private equity, and venture capital. -
Vice PresidentClarus Oct 2020 - Sep 2022• Cultivate and maintain relationships with entrepreneurs, C-Level executives, investment bankers, lawyers, accountants, and service providers• Implemented HubSpot marketing and CRM software for the purpose of improving the efficiency of creating marketing campaigns and maintaining pertinent data• Attend events and conferences across the country
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Vice President Of Business DevelopmentArdenton Capital Apr 2018 - Oct 2020Vancouver, British Columbia, Ca• Led national marketing and brand building initiatives as Ardenton (Canadian firm) made its expansion into the US • Demonstrated extensive knowledge and expertise in private equity space including Ardenton’s investment strategy, lower middle market business acquisitions, value creation and on-going management of portfolio companies • Raised capital in the RIA, family office, HNWI, and Independent Broker Dealer (IBD) channels • Presented at conferences and led private equity and wealth management roundtable discussions with investors • Established relationships and acted as main point of contact for business owners, senior management, and Centers of Influence (COIs), which allowed me to obtain proprietary deal origination, capital sources, and referral partners -
Investment AssociatePpb Capital Partners Jul 2016 - Apr 2018West Conshohocken, Pennsylvania, Us• Conveyed technical knowledge of every alternative investment strategy on firm’s platform (private equity, private credit, CLO, hedge funds, real estate, venture capital) and presented benefits of utilizing firm’s services (including fund structure formation and operations) to C-Level and investment research executives of RIAs, IBDs, and family offices • Prospected and maintained relationships with leading alternative investment fund managers and independent wealth managers throughout the country• Led calls with C-Level and investor relations executives of institutional alternative asset managers presenting the benefits of partnering with firm to access the RIA channel• Implemented HubSpot marketing and CRM software to automate sales processes and leverage in-bound marketing • Demonstrated creativity, attention to detail, and writing skills while revamping investor deck, marketing materials, website, and writing press releases -
Wealth Management AssociateJ.P. Morgan Securities Aug 2015 - Jul 2016New York, Ny, Us• Participated in daily strategy, ideas, and research calls and meetings involving investment products (primarily equities, fixed income, and mutual funds) with the highest performing producers and advisors at J.P. Morgan Securities • Provided exceptional client service in diverse products; includes mastering product-specific applications, building relationships with trading desks, ensuring completion of necessary trade documentation and timely reporting • Managed account opening process for new and existing clients; includes collection of account-specific information, recording information via electronic account-opening system, retrieving relevant executed documentation from clients, and compliance with regulatory procedures• Reviewed client account activity daily to ensure overall accuracy, proper settlement of transactions and reconciliation of sales credits and fees• Performed account maintenance including IPO eligibility, options agreements, money transfers, and client profile updates for investment objectives and risk tolerance• Served as a liaison between the sales team, branch management, and compliance -
AnalystJ.P. Morgan Securities Jun 2013 - Jul 2015New York, Ny, Us• Managed complex settlement issues and weekly metrics of high value trades by coordinating with buy-ins, corporate actions, financial control, stock loan, technology teams, and upper management• Facilitated the timely and proper settlement of domestic transactions within various product areas including municipal bonds, corporate bonds, equities, MBS, and treasuries• Coordinated with the financial control team to verify client cash and securities balances, positions, and ensure all compliance and regulatory rules are followed
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Junior AnalystPenn Capital Management Aug 2011 - May 2012Philadelphia, Pennsylvania, Us• Used Bloomberg and Excel to compile research and create performance reports for portfolio managers• Participated in meetings with C-Level executives from public companies and sell-side research analysts -
Junior Investment AdvisorFairman Group Family Office Sep 2010 - Apr 2011Chesterbrook, Pa, Us• Used Morningstar and Portfolio Center to compile performance reports and asset allocations for clients • Gathered research for mutual funds and ETFs for partners and financial advisors to use in investment decisions• Created the first PowerPoint presentation of retirement communities and needs used by the firm for clients -
Junior Operational AccountantExelon Sep 2009 - Mar 2010Chicago, Il, Us• Verified daily trades and position settlement with trading counterparties, including discrepancy tracking and resolution, to ensure an accurate daily profit statement• Validated and reconcile daily generation performance data for reporting to government agencies• Processed accounts payable and receivable for all commodities in an accurate and timely manner
Bryan Pham Skills
Bryan Pham Education Details
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Drexel University'S Lebow College Of BusinessDual Concentration In Finance And Marketing -
Passed Level I Of The Cfa Program
Frequently Asked Questions about Bryan Pham
What company does Bryan Pham work for?
Bryan Pham works for Percent
What is Bryan Pham's role at the current company?
Bryan Pham's current role is Head of Institutional Sales.
What is Bryan Pham's email address?
Bryan Pham's email address is bp****@****ers.com
What is Bryan Pham's direct phone number?
Bryan Pham's direct phone number is +148427*****
What schools did Bryan Pham attend?
Bryan Pham attended Drexel University's Lebow College Of Business, Passed Level I Of The Cfa Program.
What skills is Bryan Pham known for?
Bryan Pham has skills like Microsoft Office, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Mutual Funds, Finance, Portfolio Management, Hold Series 7, Morningstar, Advent, Client Communication, Bloomberg.
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