Charles Bryant
Client Service Manager
Charles is a client service manager for private wealth and institutional clients. He works closely with clients, their portfolio managers, and third-party advisors, such as accountants and estate attorneys, to ensure requests are addressed thoroughly and efficiently. He also contributes to strategic initiatives and is a member of the firm’s Respect, Equity, Accountability, Diversity, and Inclusion (READI) Committee.
Charles began his career in 2008 at Brown Brothers Harriman and joined ÌÒÑÕÃÛÉ«ÊÓƵ in 2009. He earned a BA in Finance and Economics from Bryant University.