Matt O'Bryon,  Cima®

Matt O'Bryon, Cima® Email and Phone Number

Investment Analyst @ Dynamic Wealth Group
Matt O'Bryon, Cima®'s Location
Greater Cleveland, United States
Matt O'Bryon, Cima®'s Contact Details

Matt O'Bryon, Cima® work email

Matt O'Bryon, Cima® personal email

About Matt O'Bryon, Cima®

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).

Matt O'Bryon, Cima®'s Current Company Details
Dynamic Wealth Group

Dynamic Wealth Group

View
Investment Analyst
Matt O'Bryon, Cima® Work Experience Details
  • Dynamic Wealth Group
    Investment Analyst
    Dynamic Wealth Group Oct 2022 - Present
  • Landing Point Financial Group
    Chief Investment Officer
    Landing Point Financial Group Jun 2021 - Sep 2022
    Avon, Ohio, United States
  • Landing Point Financial Group / Ameriprise Financial Services, Llc.
    Investment Manager
    Landing Point Financial Group / Ameriprise Financial Services, Llc. Apr 2016 - Jun 2021
    Avon, Oh
    Landing Point Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.
  • Stratos Wealth Partners
    Lead Portfolio Manager - Fundamentum Value
    Stratos Wealth Partners Jan 2011 - Dec 2015
    Cleveland/Akron, Ohio Area
  • Stratos Wealth Partners
    Operations
    Stratos Wealth Partners Oct 2008 - Dec 2015
    Cleveland, Ohio
  • Lincoln Financial Advisors
    Intern
    Lincoln Financial Advisors Oct 2006 - Nov 2008

Matt O'Bryon, Cima® Skills

Investments Portfolio Management Mutual Funds Asset Management Due Diligence Gips Investment Portfolio Design Wealth Management Securities Financial Advisory Gips Compliance Microsoft Excel Model Portfolios Performance Reporting Valuation Series 7 Asset Allocation Investment Advisory

Matt O'Bryon, Cima® Education Details

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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