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Bryan W. Light Email & Phone Number
Director of Equity Investments
at
First Citizens Wealth
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Director of Equity Investments
Location
Apex, North Carolina, United States
Who is Bryan W. Light? Overview
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Quick answer
Bryan W. Light is listed as Director of Equity Investments at First Citizens Wealth, based in Apex, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Bryan W. Light.
Bryan W. Light previously worked as SVP, Sr. Portfolio Manager - Equity at First Citizens Bank and Equity Portfolio Manager at First Citizens Bank. Bryan W. Light holds M.B.A., Finance Option from Cal State East Bay- College Of Business & Economics.
Company email context
Email format at First Citizens Wealth
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First Citizens Wealth
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Profile bio
About Bryan W. Light
Senior Portfolio Manager/Head of Equity within a multi-billion dollar investment firm. Lead investment professional and decision maker over four domestic equity strategies with a highly competitive performance track record. Extensive experience in investment research, analysis and portfolio management including building from the ground-up a highly quantitative, constraint-based portfolio construction process. Previous relevant work includes project management, financial/investment modeling, client communication and marketing. Highly organized, a good communicator and comfortable working in a collaborative environment. Technical proficiencies include Microsoft Excel, Access, Word, PowerPoint, SAS Enterprise and various other databases.Specialties: Senior level investment decision making, quantitative equity research, portfolio construction and management, financial/budget modeling, segmented research/analysis, database construction and management, project managmenet and coordination, presentation building and client communication.
Current workplace
Bryan W. Light's current company
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First Citizens Wealth
Website
AeroLeads page
8 roles
Bryan W. Light work experience
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Svp, Sr. Portfolio Manager - Equity
Equity Portfolio Manager
Jan 2020 - Jan 2024
Equity Research Analyst Ii
Lead quantitative research analyst for a group that manages four domestic equity strategies (Large Cap Core, Large Cap Value, Small Cap Core, Mid Cap Core). Total group AUM is over five billion dollars. Job duties includes collecting historical fundamental and macroeconomic data, conducting statistical analyses and ultimately making quantitative.
Jan 2017 - Jan 2020
Equity Research Analyst I
Junior research analyst whose duties included assisting with fundamental and broad quantitative research, trading client portfolios and supplying more senior employees with data and opinions to ultimately make decisions.Accomplishments include running a critical analysis of the previous process and beginning to examine where improvements could be made.
Oct 2015 - Dec 2016
Portfolio Strategist Specialist
Job duties included conducting detailed portfolio analysis on prospect and client portfolios and using this to create client and prospect presentations for use by senior portfolio strategists. Served as subject expert on all portfolio management trading systems while providing information on resulting potential gains and tax impacts for client.
Feb 2011 - Sep 2015
Delivery Project Coordinator
Right Managment
* Worked with clients to help in design of projects to be delivered on the client site from ground level through implementation* Coordinated internal staffing of project workshops and other events sold outside of region to be delivered within Northern and Southern California markets* Scheduled meetings for and tracked effectiveness and financial metrics of.
Oct 2007 - 2010
Client Services Administrator
* Daily client facing interaction with clients of all levels through in person as well as phone and email contact* Tracked and communicated client post-program progress using Microsoft Excel and FileMaker Pro* Solved various technical issues for both clients utilizing office space as well as internal employees
Oct 2006 - Sep 2007
2 education records
Bryan W. Light education
M.B.A., Finance Option
B.S., Political Science
FAQ
Frequently asked questions about Bryan W. Light
Quick answers generated from the profile data available on this page.
What company does Bryan W. Light work for?
Bryan W. Light works for First Citizens Wealth.
What is Bryan W. Light's role at First Citizens Wealth?
Bryan W. Light is listed as Director of Equity Investments at First Citizens Wealth.
Where is Bryan W. Light based?
Bryan W. Light is based in Apex, North Carolina, United States while working with First Citizens Wealth.
What companies has Bryan W. Light worked for?
Bryan W. Light has worked for First Citizens Wealth, First Citizens Bank, Right Managment, and Right Management.
How can I contact Bryan W. Light?
You can use AeroLeads to view verified contact signals for Bryan W. Light at First Citizens Wealth, including work email, phone, and LinkedIn data when available.
What schools did Bryan W. Light attend?
Bryan W. Light holds M.B.A., Finance Option from Cal State East Bay- College Of Business & Economics.
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