Christopher Bryan Email and Phone Number
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Currently serving as the Western Division Head and Senior Portfolio Strategist for the Portfolio Advisory Group (PAG), I am responsible for articulating and delivering comprehensive, research-driven advice to UBS's ultra-high net worth (UHNW) clients and prospects. Leveraging the global resources of the firm, I specialize in asset allocation and portfolio construction including customized, product neutral solutions across all asset classes to meet client financial goals.With over twenty-two years of experience within the Financial Services Industry, twenty of those at UBS, I have held various roles at UBS including: Product Management and Development, Sales Support, Branch Management and Direct Sales. In addition to my current role, I serve as the West Coast Private Wealth Hub Leader for PAG servicing clients with investable assets north of 25mm.In 2013, completed the UBS Americas Ascent program - a targeted cross-business top talent program aiming to develop high potential talent and future leaders in the organization.
Ubs
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Managing Director - Head Of Portfolio Advisory Group - West DivisionUbsLos Angeles, Ca, Us
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Western Division Head - Portfolio Advisory GroupUbs Nov 2019 - PresentUnited States -
Executive Director - Senior Portfolio StrategistUbs Financial Services Aug 1999 - Present• Provide point-of-sale support to Private Wealth Advisors (PWA) nationally for clients and prospects with assets exceeding 25 million.• Partner with PWA's and Private Bankers (PB) to review and optimize existing client asset allocations, portfolio construction and creating investment proposals utilizing strategies that reflect UBS Wealth Management Research's (WMR) views and investment and risk management on both a strategic and tactical basis.• Educate PWA's and PB's on the UBS Client Experience, Wealth Management, and Financial Planning.• Strategize and prepare PWAs to utilize UBS' expertise and capabilities adding value in every aspect of a client's financial life.• Currently serve as an assessor for Private Wealth Accreditation.
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Director - Portfolio StrategistUbs Financial Services Mar 2008 - Sep 2010Greater New York City Area• Provide point-of-sale support to Private Wealth Advisors (PWA) for clients and prospects with assets exceeding 10 million.• Partner with PWA's and Private Bankers (PB) to review and optimize existing client asset allocations, portfolio construction and creating investment proposals utilizing strategies that reflect UBS Wealth Management Research's (WMR) views and investment and risk management on both a strategic and tactical basis.• Educate PWA's and PB's on the UBS Client Experience, Wealth Management, and Financial Planning.• Strategize and prepare PWAs to utilize UBS' expertise and capabilities adding value in every aspect of a client's financial life.• Served as an assessor for Private Wealth Accreditation.
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Vice President - InvestmentsUbs Financial Services, Inc. Jan 2007 - Mar 2008• Recruited to partner with a team of Financial Advisors managing $1.1+ billion in assets that encompassed 414 client relationships.• Contributed to a 38% annual revenue increase to $6 million by designing monthly reports to identify account conversion, fee increase, and asset gathering opportunities.• Formulated and implemented a client segmentation strategy to optimize efficiency and customer service.• Designed a multi-step process for the on-boarding of new clients to improve relationship management, Financial Advisor time maximization, and overall efficiency.• Originated a proactive process to uncover assets, identify risk and strengthen client relationships by incorporating financial planning programs.• Created risk management reports and managed investment guidelines to increase productivity, improve asset allocation, and decrease account volatility and dispersion.
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Associate Director, Branch AnalystUbs Financial Services, Inc. Aug 2004 - Jan 2007• Launched Branch Analyst role at UBS's Headquarters office, working with 75 of the top Financial Advisors in the industry. My success led to the role's replication in every major market branch.• Successfully hired, trained and managed a Junior Branch Analyst and advised each new major market Branch Analyst.• Trained Financial Advisors in constructing optimized portfolios based on client needs, goals, and risk tolerances. Topics included manager search and selection, investment policy statement creation, proposal generation, and delivering the final presentation.• Introduced a consultative approach to investing through the use of internal financial planning programs.
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Divisional Vice President, Discretionary Asset Management ProgramsUbs Financial Services, Inc. Aug 1999 - Aug 2004• Responsible for day to day program management of over 2,500 Financial Advisors with $10+ billion in assets under management. Responsibilities included marketing, program development, exception requests, and policy creation and enforcement.• Consulted Financial Advisors daily on resolving service and portfolio management issues and creating synergistic efficiencies.• Created and implemented Performance Composites for Senior Discretionary Asset Managers, a first within the financial services industry.• Created quantitative analysis reports for policy enforcement, including Guideline Violation, Low Velocity, Benchmarking and Account Termination Reports.
Christopher Bryan Skills
Christopher Bryan Education Details
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Marketing And Economics
Frequently Asked Questions about Christopher Bryan
What company does Christopher Bryan work for?
Christopher Bryan works for Ubs
What is Christopher Bryan's role at the current company?
Christopher Bryan's current role is Managing Director - Head of Portfolio Advisory Group - West Division.
What is Christopher Bryan's email address?
Christopher Bryan's email address is ch****@****ubs.com
What is Christopher Bryan's direct phone number?
Christopher Bryan's direct phone number is +121271*****
What schools did Christopher Bryan attend?
Christopher Bryan attended Susquehanna University.
What are some of Christopher Bryan's interests?
Christopher Bryan has interest in House, Member Of Saint Andrews Golf Club, Ny Actively Serve On Golf, New Membership Committees, Hastings On Hudson, Nyactively Serve On Golf.
What skills is Christopher Bryan known for?
Christopher Bryan has skills like Wealth Management, Investments, Asset Allocation, Series 7, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Financial Services, Financial Advisory, Mutual Funds, Series 63.
Who are Christopher Bryan's colleagues?
Christopher Bryan's colleagues are Flloyd Rewa, Ethan Harro.
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Christopher Bryan
Canton, Ga -
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Christopher Bryan
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Christopher Bryan
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