Lance Bryan

Lance Bryan is a seasoned investment professional and former Managing Director at Matrix Private Capital Group LLC, where he built and managed the firm's Southern California wealth management office in Los Angeles. In this role, he specialized in advising affluent families, executives, entrepreneurs, and creative professionals, delivering tailored wealth solutions across investment management, asset allocation, tax planning, and estate strategies. He was instrumental in establishing Matrix Private Capital Group's presence on the West Coast and enhancing its capacity to serve high-net-worth clients and family offices.

Bryan's expertise spans a wide range of asset classes, including public and private markets, alternative investments, and closely held business assets, as well as developing comprehensive strategies for liquid and illiquid wealth. His approach emphasizes individualized financial planning and risk management, guiding clients through complex financial decisions and long-term wealth preservation. His client base has included high-net-worth individuals, family offices, and institutional investors seeking integrated and unbiased investment solutions.

He holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Northern Colorado. Prior to joining Matrix Private Capital Group, Bryan was Vice President and Wealth Advisor at Neuberger Berman and began his career at American Express Financial Advisors, accumulating over two decades of industry experience and recognition for his dedication to client success.