As Lead Portfolio Manager, I oversee the analysts and portfolio managers who run our seven exclusive portfolio strategies. There are plenty of wealth managers out there, but the “how” behind what we do is what I think makes Motley Fool Wealth Management truly special. We invest in individual stocks! Our stock-picking process puts an emphasis on investing in what we believe to be top-quality businesses with a long-term, buy-and-hold philosophy. It isn’t always black and white, but it is an endeavor we believe is worth supporting. And because we think in many cases it can potentially provide better risk-adjusted returns makes our approach even more compelling.
A little bit more about Bryan...
I love investing, learning, improving, and helping clients achieve their financial goals so they can change their lives – and the world!
I’ve been on a narrow path to investing since I was in high school back in the 90s. I was drawn to the excitement of the dot com era – new businesses, fast growth, and talk of the future. I would camp out at Barnes and Noble for hours, reading magazines and thumbing through books, trying to figure it all out. I was like a moth attracted to flame. By the time the bubble burst, I was navigating my own small investment portfolio, reading about the Dogs of the Dow, Peter Lynch, and Phil Fisher, and starting an investment club with a few of my close friends.
Closer to home, I was also influenced by my uncle. He was a self-employed piano teacher his entire career. He was a frugal spender and a diligent saver, and has now retired with a fully paid off home and healthy nest egg. He nurtured my curiosity for investing. He taught me the importance of living below your means, saving and investing, and letting time and compounding work to your advantage. During college we would read personal finance and investing books, fill them with sticky notes, and send them to one another to read and discuss.
My interactions with family, peers, and professionals during college courses and internships made me realize that my natural curiosity and steady temperament were a good fit for investing. My first job out of college was with a small asset manager, and that’s where I made the connection to how helpful sound investing plans and strategies can be for other people. I’ve never looked back.
Get to know Bryan...
What is your favorite place in the whole world?
Switzerland is my happy place.
What is your favorite food?
Before noon, a cinnamon roll with cream cheese frosting. After noon, ice cream.
What was your very first job or work experience?
I worked in a grocery store bagging groceries and eventually stocking shelves. I’m loyal to Publix whenever I’m in the South and, to this day, I can’t stand when other people bag my groceries.
