Bryan Lester, CFA^®

Designations and licenses

Bryan holds the Chartered Financial Analyst® designation.

Experience and education

Bryan provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Bryan worked as an advisor and relationship manager at Alpha Capital Management. While there, he developed and managed new business relationships, constructed and managed multi-asset class portfolios and researched and selected investments for client portfolios. He was also responsible for identifying objectives and constraints for new clients and their portfolios, performing risk assessments for new and existing clients and writing client correspondence, including periodic market outlook pieces.

Bryan has a bachelor’s degree in finance and a master’s degree in accounting from Texas Christian University. He also has an MBA from Rice University.

Personal interests

Away from the office, Bryan enjoys jogging, reading and cooking.