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Bryan Jarman
Partner, Portfolio Manager at Private Wealth Asset Management, LLC
About
Bryan Jarman, CFA, is a Partner and Portfolio Manager at Private Wealth Asset Management, LLC in Midland, Texas, where he is a member of the firm’s Investment Committee and specializes in portfolio management for individuals, multigenerational families, endowments, and foundations. His primary responsibilities include crafting investment strategies, managing client portfolios, and providing financial planning services, with a distinct focus on institutional mandates and complex family wealth structures. Bryan is recognized for his strategic approach in advising endowments and foundations, and also for his close work with multigenerational family clients.
Prior to joining Private Wealth Asset Management in 2021, Bryan served as a Senior Investment Strategist at Wells Fargo, where he spent nearly a decade designing strategies for high-net-worth clients, and as Director of Research at Hepburn Capital Management. His career demonstrates significant expertise in multi-asset portfolio construction, investment policy design, and manager selection within equities, fixed income, and alternative investments for institutional and private clients.
Bryan holds a Master of Science in Finance from The Johns Hopkins University – Carey Business School and dual Bachelor of Science degrees in Finance and Economics from Arizona State University, along with a Graduate Certificate in Investments. He is a Chartered Financial Analyst (CFA®), further underscoring his technical expertise and commitment to professional excellence in the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Private Wealth Asset Management | Partner, Portfolio Manager | Dec 2021 to Present | I love communication. ══ COOPERATION ══ I am a Partner and a Portfolio Manager for Private Wealth Asset Management. I love to uncover my clients' needs and find solutions for them. I gather as much in... |
| Wells Fargo | Senior Investment Strategist | Nov 2012 to Dec 2021 | Knowledge is power. ══ BLUEPRINT ══ I worked with a team of professionals to advise wealthy families on strategies to preserve, grow, and transfer their wealth. My focus was on creating and managing c... |
| Hepburn Capital Management, LLC | Director of Research | Nov 2011 to Aug 2012 | Co-manage $25MM of discretionary assets for private individuals. Participate in the development, back-testing and implementation of advanced investment strategies that adapt to changing markets. Condu... |
| Wells Fargo | Investment Manager | Jan 2004 to Oct 2011 | Manage over $100MM of discretionary assets for high net worth private clients. Utilize investment-consulting approach to execute four asset class allocation investment strategies while customizing to ... |
| Lincoln Financial Advisors | Wealth Management Specialist | Jan 2002 to Jan 2004 | — |
| Morgan Stanley | Financial Advisor | Jan 1999 to Jan 2002 | — |
| Ford Motor Credit Company | Manager | Jan 1996 to Jan 1999 | — |
Education
The Johns Hopkins University - Carey Business School
MS, Finance
1997 — 1998
Arizona State University
BS, BS, Finance, Economics
1990 — 1996
Camelback High School
1986 — 1990
Skills & Expertise
Others at Private Wealth Asset Management, LLC (7)
| Name | Role | Location |
|---|---|---|
| Founding Partner and Portfolio Manager | Austin, TX , United States | |
| Partner, Senior Portfolio Manager | St. Louis, MO , United States | |
| Partner, Senior Portfolio Manager | Omaha, NE , United States | |
| Investment Research Analyst | Marion, IA , United States | |
| Chief Investment Officer | IA , United States | |
| Partner, Senior Portfolio Manager | Omaha, NE , United States | |
| Investment Research Analyst | San Antonio, TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Managing Partner | Wealthplan Investment Management, LLC | Sioux City, IA , United States | |
R Robert Taylor | Managing Partner | Wealthplan Investment Management, LLC | Allendale, NJ , United States |