Portfolio Analyst
BS Financial Services, Maryville University St. Louis. Bryan has nine years of experience in the financial industry and is currently a candidate in the CIPM program. Bryan is the client advocate for CQL he does the client onboarding while also assuring that client desires are met and trades are settled properly. As Portfolio Analyst, Bryan reconciles custodian data to create and maintain GIPS compliance within CQL's composites and assists with the creation and review of all marketing materials.
When not at work, Bryan can be found with his wife taking turns chasing their toddler around the house when not playing pickleball.
