Bryce is a key member of the firm’s investment operations team, supporting the design, implementation, and ongoing oversight of client portfolio strategies. He leads trading and portfolio administration functions, helping ensure that portfolios remain aligned with target allocations and client objectives, while managing cash and transactional activity. Bryce also helps steward the firm’s reporting, technology, and data infrastructure, including CRM and core systems, to promote consistency, reliability, and scalability across the platform that underpins the client experience.
Bryce earned his Bachelor’s degree in Finance from the University of Cincinnati, where he developed a strong foundation in financial markets and portfolio management. Prior to joining the firm, he worked for an IT consulting firm serving hotel owners and operators, where he helped enhance profitability and operational efficiency through optimized technology solutions.
Born and raised in West Chester, Ohio, Bryce continues to reside there and, outside of work, enjoys playing golf and cheering on The Ohio State Buckeyes and the Cincinnati Reds.