Matt O'Bryon, Cima® work email
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Matt O'Bryon, Cima® personal email
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As an Investment Analyst at Dynamic Wealth Group, I leverage my extensive experience to help clients achieve their financial goals through robust, multi-dimensional portfolios. By combining traditional investment strategies with innovative alternative investments, I aim to deliver diversified returns and mitigate market risks.My career began in 2008 as a founding member of Stratos Wealth Partners, where I worked in operations, RIA transitions, and recruiting. I co-founded Stratos Wealth Management Group (now Fundamentum) and served as Lead Portfolio Manager, growing the firm's assets to over $350 million. At Landing Point Financial Group, I advanced to Managing Partner and CIO, overseeing the investment committee and leading the firm’s transition to a stand-alone RIA.At Dynamic Wealth Group, my focus includes investment research, portfolio construction, manager due diligence, and operational support for advisor teams. I am instrumental in implementing the Dynamic Alpha Macro Fund, which combines equity securities with futures trading strategies to provide balanced, diversified returns.I hold a Series 66 license and the Certified Investment Management Analyst® (CIMA®) certification. Residing in Cleveland, Ohio, with my wife Nicole and daughter Hailey, I enjoy cooking, playing golf, and spending quality time with my family when I’m not immersed in market analysis and investment strategies.For more information about Dynamic Wealth Group and our innovative investment strategies, visit Dynamic Wealth Group (www.dynamicwg.com).
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Investment AnalystDynamic Wealth Group Oct 2022 - Present -
Chief Investment OfficerLanding Point Financial Group Jun 2021 - Sep 2022Avon, Ohio, United States
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Investment ManagerLanding Point Financial Group / Ameriprise Financial Services, Llc. Apr 2016 - Jun 2021Avon, OhLanding Point Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.
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Lead Portfolio Manager - Fundamentum ValueStratos Wealth Partners Jan 2011 - Dec 2015Cleveland/Akron, Ohio Area -
OperationsStratos Wealth Partners Oct 2008 - Dec 2015Cleveland, Ohio -
InternLincoln Financial Advisors Oct 2006 - Nov 2008
Matt O'Bryon, Cima® Skills
Matt O'Bryon, Cima® Education Details
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Finance - Investment Management -
Investments And Securities
Frequently Asked Questions about Matt O'Bryon, Cima®
What company does Matt O'Bryon, Cima® work for?
Matt O'Bryon, Cima® works for Dynamic Wealth Group
What is Matt O'Bryon, Cima®'s role at the current company?
Matt O'Bryon, Cima®'s current role is Investment Analyst.
What is Matt O'Bryon, Cima®'s email address?
Matt O'Bryon, Cima®'s email address is mo****@****ail.com
What schools did Matt O'Bryon, Cima® attend?
Matt O'Bryon, Cima® attended Cleveland State University, Indiana University Bloomington.
What skills is Matt O'Bryon, Cima® known for?
Matt O'Bryon, Cima® has skills like Investments, Portfolio Management, Mutual Funds, Asset Management, Due Diligence, Gips, Investment Portfolio Design, Wealth Management, Securities, Financial Advisory, Gips Compliance, Microsoft Excel.
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