Bryan brings more than 20 years of financial services experience to Peller Wealth Management, along with a genuine passion for helping clients feel confident and cared for in every part of their financial lives. Having served as a Senior Regional Consultant with leading firms like AssetMark and Curian Capital, he has spent his career supporting advisors who believe, just as he does, in a truly holistic, relationship-driven approach to wealth planning. He holds Series 7 and 66 licenses and earned his B.S. in Economics from New York University.
Bryan lives in Baldwin, NY, with his wife, Laura, and their two sons. He’s an enthusiastic traveler, a dedicated history buff, and a triathlete who brings the same focus and discipline to each client relationship that he brings to every race.