Bryan Pieper

Bryan Pieper Email and Phone Number

Partner, Senior PIM Portfolio Manager at Trailhead Wealth Management, LLC @ Trailhead Wealth Management, LLC
801 MAIN STREET, SUITE 300, LOUISVILLE,Colorado 80027,United States
Bryan Pieper's Location
Denver Metropolitan Area, United States
Bryan Pieper's Contact Details

Bryan Pieper personal email

n/a
About Bryan Pieper

Bryan’s goal is to improve our clients' quality of life. Through comprehensive planning strategies and an emphasis on strong relationships, Bryan strives to provide the best possible service to our clients. Background and experience:Bryan has over 30 years of experience in the financial services industry. He received his B.S. in Accounting from Marquette University in Milwaukee, WI, and holds several FINRA registrations including Series 7, 24, 31, 63 and 65; he is also Life and Health insurance licensed. As a Former Trust Advisor and Trust Auditor, he developed several specializations including: - Investment Planning for High Net Worth families- Inter-generational wealth transfer strategies- Corporate Executive compensation plans- Alternative InvestmentsAway from the office:Bryan and his wife Molly have three grown kids, Maggie, Jimmy, & Rory. Aside from spending time with the family, Bryan enjoys playing golf, running and enjoying the Colorado outdoors. This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY only.CA Insurance License #0G79488. Resident State CO./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Bryan Pieper's Current Company Details
Trailhead Wealth Management, LLC

Trailhead Wealth Management, Llc

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Partner, Senior PIM Portfolio Manager at Trailhead Wealth Management, LLC
801 MAIN STREET, SUITE 300, LOUISVILLE,Colorado 80027,United States
Website:
trailheadwm.com
Employees:
15
Bryan Pieper Work Experience Details
  • Trailhead Wealth Management, Llc
    Partner, Senior Pim Portfolio Manager
    Trailhead Wealth Management, Llc Nov 2012 - Present
    Louisville, Co
    Bryan is a founding member of Trailhead Wealth Management, LLC and leads the team's efforts to help their clients achieve their financial goals.
  • Morgan Stanley Wealth Management
    Financial Advisor, Sr. Portfolio Manager
    Morgan Stanley Wealth Management Jul 2005 - Nov 2012
    Boulder, Co
    Bryan was responsible for preparing The Trailhead Group's clients' financial plans and helping clients with the action items that arose from the planning process. In addition, Bryan served on the team's investment committee as the Chief Economist. In this function, asset allocation guidelines were established and implemented across each client account. Bryan's other major responsibility to the team resided in the area of Practice Management. Bryan helped create and guide the team's business plan to ensure a collective ongoing success.
  • Jpmorgan Chase & Co.
    Investment Specialist
    Jpmorgan Chase & Co. Apr 2001 - Jul 2005
    Bryan was responsible in overseeing investment portfolios for JPMorgan's Private Client Group. In this role, he worked with Private Bankers, Trust Professionals, and several levels of company management.
  • Bank One Trust Company
    Trust Advisor
    Bank One Trust Company Jan 1997 - Apr 2001
    Bryan was responsible for the numerous administrative responsibilities associated with the Bank's trust clients.
  • Firstar Corp N/K/A Us Bank
    Sr. Trust Auditor
    Firstar Corp N/K/A Us Bank Aug 1991 - Jan 1997
    Milwaukee, Wi
    Led team members during audit engagements of internal Trust Departments throughout the bank's regional locations across multiple states. Responsible for reporting all findings to the Audit Committee of the bank's Board of Directors and working with Management to address audit findings.

Bryan Pieper Skills

Financial Services Wealth Management Auditor

Bryan Pieper Education Details

  • Marquette University
    Marquette University
    Accounting

Frequently Asked Questions about Bryan Pieper

What company does Bryan Pieper work for?

Bryan Pieper works for Trailhead Wealth Management, Llc

What is Bryan Pieper's role at the current company?

Bryan Pieper's current role is Partner, Senior PIM Portfolio Manager at Trailhead Wealth Management, LLC.

What is Bryan Pieper's email address?

Bryan Pieper's email address is br****@****ney.com

What schools did Bryan Pieper attend?

Bryan Pieper attended Marquette University.

What are some of Bryan Pieper's interests?

Bryan Pieper has interest in Bryan Is A Big Sports Fan, Enjoys Playing Golf.

What skills is Bryan Pieper known for?

Bryan Pieper has skills like Financial Services, Wealth Management, Auditor.

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  • Bryan Pieper

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    1
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    Owner At The Law Office Of Bryan E. Pieper, Pllc
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