Partner, Senior Pim Portfolio Manager
CurrentBryan is a founding member of Trailhead Wealth Management, LLC and leads the team's efforts to help their clients achieve their financial goals.
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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.
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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.
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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.
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 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.
Bryan was responsible for the numerous administrative responsibilities associated with the Bank's trust clients.
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.
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Bryan Pieper works for Trailhead Wealth Management, LLC.
Bryan Pieper is listed as Partner, Senior PIM Portfolio Manager at Trailhead Wealth Management, LLC at Trailhead Wealth Management, LLC.
AeroLeads has found 2 work email signals at @trailheadwm.com for Bryan Pieper at Trailhead Wealth Management, LLC.
Bryan Pieper is based in Denver Metropolitan Area, United States, United States while working with Trailhead Wealth Management, LLC.
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.
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Bryan Pieper holds Bachelor Of Science, Accounting from Marquette University.
Bryan Pieper is listed with skills including Financial Services, Wealth Management, and Auditor.
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