AeroLeads people directory · profile
Jeremy Bryan, Cfa Email & Phone Number
Founder and CEO
at
IndiWealth
1 work email found
@alerus.com
3 phones found area 701
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and CEO
Location
Greater Minneapolis-St. Paul Area, United States
Company size
Who is Jeremy Bryan, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeremy Bryan, Cfa is listed as Founder and CEO at IndiWealth, a with 1 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at alerus.com, phone signal with area code 701, and a matched LinkedIn profile for Jeremy Bryan, Cfa.
Jeremy Bryan, Cfa previously worked as Portfolio Manager at Gradient Investments and Equity Portfolio Manager at Alerus Financial. Jeremy Bryan, Cfa holds Mba, Emphasis In Finance from University Of Saint Thomas - School Of Business.
Company email context
Email format at IndiWealth
This section adds company-level context without repeating Jeremy Bryan, Cfa's masked contact details.
*@alerus.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jeremy Bryan, Cfa. Compare company email patterns before reaching out.
Profile bio
About Jeremy Bryan, Cfa
I am a Portfolio Manager providing strategic and tactical asset allocation strategies for Gradient advisors and their clients. Portfolio solutions include individual equities and fixed income, equity, and alternative ETFs.
Listed skills include Equity Valuation, Financial Modeling, Forecasting, Quantitative Research, and 17 others.
Current workplace
Jeremy Bryan, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Indiwealth
6 roles
Jeremy Bryan, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Current
Gradient Investments
Nov 2016 - Present
Equity Portfolio Manager
My responsibilities include equity research, asset selection, and portfolio management of the individual equity allocations for Alerus high net worth and institutional clients. The portfolios managed are primarily focused on large cap core holdings (SMA Premier) and a dividend focused strategy (Income Builder).
Oct 2011 - Nov 2016
Equity Analyst
Surveyor Capital
Jan 2010 - Jul 2011
Equity Research Associate
Jeffrey Slocum &Amp; Associates
Conducted research on equity investment managers for Jeffrey Slocum clients. Position involved recommending, reviewing, and monitoring equity managers for current and prospective clients.
Sep 2009 - Dec 2009
Long / Short Equity Analyst
Jun 2004 - Mar 2009
2 education records
Jeremy Bryan, Cfa education
Mba, Emphasis In Finance
Bachelors, Finance
FAQ
Frequently asked questions about Jeremy Bryan, Cfa
Quick answers generated from the profile data available on this page.
What company does Jeremy Bryan, Cfa work for?
Jeremy Bryan, Cfa works for IndiWealth.
What is Jeremy Bryan, Cfa's role at IndiWealth?
Jeremy Bryan, Cfa is listed as Founder and CEO at IndiWealth.
What is Jeremy Bryan, Cfa's email address?
AeroLeads has found 1 work email signal at @alerus.com for Jeremy Bryan, Cfa at IndiWealth.
What is Jeremy Bryan, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 701 for Jeremy Bryan, Cfa at IndiWealth.
Where is Jeremy Bryan, Cfa based?
Jeremy Bryan, Cfa is based in Greater Minneapolis-St. Paul Area, United States while working with IndiWealth.
What companies has Jeremy Bryan, Cfa worked for?
Jeremy Bryan, Cfa has worked for Indiwealth, Gradient Investments, Alerus Financial, Surveyor Capital, and Jeffrey Slocum &Amp; Associates.
How can I contact Jeremy Bryan, Cfa?
You can use AeroLeads to view verified contact signals for Jeremy Bryan, Cfa at IndiWealth, including work email, phone, and LinkedIn data when available.
What schools did Jeremy Bryan, Cfa attend?
Jeremy Bryan, Cfa holds Mba, Emphasis In Finance from University Of Saint Thomas - School Of Business.
What skills is Jeremy Bryan, Cfa known for?
Jeremy Bryan, Cfa is listed with skills including Equity Valuation, Financial Modeling, Forecasting, Quantitative Research, Equity Research, Equities, Hedge Funds, and Bloomberg.
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