Bryan Pieper
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Bryan Pieper Email & Phone Number

Partner, Senior PIM Portfolio Manager at Trailhead Wealth Management, LLC at Trailhead Wealth Management, LLC
Location: Denver Metropolitan Area, United States, United States 5 work roles 1 school
2 work emails found @trailheadwm.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email b****@trailheadwm.com
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Role
Partner, Senior PIM Portfolio Manager at Trailhead Wealth Management, LLC
Location
Denver Metropolitan Area, United States, United States
Company size

Who is Bryan Pieper? Overview

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Quick answer

Bryan Pieper is listed as Partner, Senior PIM Portfolio Manager at Trailhead Wealth Management, LLC at Trailhead Wealth Management, LLC, a company with 15 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at trailheadwm.com and a matched LinkedIn profile for Bryan Pieper.

Bryan Pieper previously worked as Partner, Senior PIM Portfolio Manager at Trailhead Wealth Management, Llc and Financial Advisor, Sr. Portfolio Manager at Morgan Stanley Wealth Management. Bryan Pieper holds Bachelor Of Science, Accounting from Marquette University.

Company email context

Email format at Trailhead Wealth Management, LLC

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{first}@trailheadwm.com
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Profile bio

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.

Listed skills include Financial Services, Wealth Management, and Auditor.

Current workplace

Bryan Pieper's current company

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Trailhead Wealth Management, LLC
Trailhead Wealth Management, Llc
Partner, Senior PIM Portfolio Manager at Trailhead Wealth Management, LLC
801 MAIN STREET, SUITE 300, LOUISVILLE,Colorado 80027,United States
Website
Employees
15
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5 roles

Bryan Pieper work experience

A career timeline built from the work history available for this profile.

Partner, Senior Pim Portfolio Manager

Current

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.

Nov 2012 - Present

Financial Advisor, Sr. Portfolio Manager

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..

Jul 2005 - Nov 2012

Investment Specialist

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.

Apr 2001 - Jul 2005

Trust Advisor

Bank One Trust Company

Bryan was responsible for the numerous administrative responsibilities associated with the Bank's trust clients.

Jan 1997 - Apr 2001

Sr. Trust Auditor

Firstar Corp N/K/A Us Bank

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.

Aug 1991 - Jan 1997
1 education record

Bryan Pieper education

  • Marquette University
    Marquette University
    Accounting
FAQ

Frequently asked questions about Bryan Pieper

Quick answers generated from the profile data available on this page.

What company does Bryan Pieper work for?

Bryan Pieper works for Trailhead Wealth Management, LLC.

What is Bryan Pieper's role at Trailhead Wealth Management, LLC?

Bryan Pieper is listed as Partner, Senior PIM Portfolio Manager at Trailhead Wealth Management, LLC at Trailhead Wealth Management, LLC.

What is Bryan Pieper's email address?

AeroLeads has found 2 work email signals at @trailheadwm.com for Bryan Pieper at Trailhead Wealth Management, LLC.

Where is Bryan Pieper based?

Bryan Pieper is based in Denver Metropolitan Area, United States, United States while working with Trailhead Wealth Management, LLC.

What companies has Bryan Pieper worked for?

Bryan Pieper has worked for Trailhead Wealth Management, Llc, Morgan Stanley Wealth Management, Jpmorgan Chase & Co., Bank One Trust Company, and Firstar Corp N/K/A Us Bank.

How can I contact Bryan Pieper?

You can use AeroLeads to view verified contact signals for Bryan Pieper at Trailhead Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Bryan Pieper attend?

Bryan Pieper holds Bachelor Of Science, Accounting from Marquette University.

What skills is Bryan Pieper known for?

Bryan Pieper is listed with skills including Financial Services, Wealth Management, and Auditor.

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