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About
Bryce Miller is currently a Portfolio Trader at Triune Financial Partners, LLC, based in Lawrence, Kansas. In this role, he works closely with advisor teams to facilitate efficient trading and money movement for client portfolios, ensuring the seamless execution of investment strategies tailored to each client’s financial goals.
He brings over a decade of experience in the financial services industry, having previously served as a Member Service Representative at Envista Credit Union prior to joining Triune in 2018. His expertise includes portfolio rebalancing and operational trading within diversified investment portfolios, with a particular focus on public market securities and multi-asset allocation strategies relevant to wealth management clientele.
Bryce holds a Bachelor of Science in Finance from The University of Kansas and an Associate of Arts in Biblical Studies from Calvary University. His strong educational background, combined with his practical experience, supports his analytical skills and contributes to his collaborative effectiveness in supporting the advisory and trading functions at Triune Financial Partners.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Triune Financial Partners, LLC | Portfolio Trader | May 2018 to Present | — |
| Envista Credit Union | Member Service Representative | Sep 2015 to Jan 2018 | — |
Education
The University of Kansas
Bachelor of Science - BS, Finance
2014 — 2018
Calvary University
Associate of Arts - AA, Biblical Studies
2012 — 2014
Others at Triune Financial Partners, LLC (1)
| Name | Role | Location |
|---|---|---|
R Rece Dawson | Analyst | Kansas City, MO , United States |
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