Profil
Mr. Bryan N.
Garris is a Managing Partner at TriaGen Wealth Management LLC.
He is a founding partner of TriaGen, and someone who knows that earning and keeping his clients’ trust is the most important part of this business.
Raised in the industry, he co-founded TriaGen Wealth Management to carry on the mission of his father and grandfather: helping people create, grow, and protect their wealth for generations to come.
He understands that finances are highly-personal and that’s why he’s passionate about taking the necessary time to get to know his clients and understand who they are, what they care about, and what they hope to accomplish before he makes financial recommendations.
Mr. Garris was previously employed as a Vice President by UBS Financial Services, Inc. and a Financial Advisor by Morgan Stanley & Co., Inc.
Postes actifs de Bryan Nicholas Garris
| Sociétés | Poste | Début |
|---|---|---|
TriaGen Wealth Management LLC
 TriaGen Wealth Management LLC Investment ManagersFinance TriaGen Wealth Management LLC (TriaGen) is a SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. The firm was founded by Bryan Garris in 2020 and is owned by G&G 8181 Partners Inc. and G5 Endeavors Inc. TriaGen provides financial planning, portfolio management, and asset protection strategies for individuals, families, and businesses. | Fondateur | 01/04/2020 |
Anciens postes connus de Bryan Nicholas Garris
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01/05/2020 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 01/12/2008 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
TriaGen Wealth Management LLC
TriaGen Wealth Management LLC Investment ManagersFinance TriaGen Wealth Management LLC (TriaGen) is a SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. The firm was founded by Bryan Garris in 2020 and is owned by G&G 8181 Partners Inc. and G5 Endeavors Inc. TriaGen provides financial planning, portfolio management, and asset protection strategies for individuals, families, and businesses. | Finance |