Bryan Fastenau, CFA®, CAIA®
Senior Portfolio Manager
As Senior Portfolio Manager, Bryan helps clients implement their wealth plan by developing an investment strategy designed to meet their long term goals. After spending the last 30 years of his career working with families and institutions who rely on their assets to provide a stable source of income, Bryan has developed an affinity for income producing investments and spends most of his time managing the firm’s Equity Income Strategy.
Bryan has extensive experience in managing generational wealth in the form of trust, family foundation, and endowment relationships as well as institutional foundations. By helping to navigate the complicated situations that high net worth families face like wealth transfer, complex tax situations, private businesses and large concentrated equity positions, Bryan is able to bring Wealth Without Worry to the firm’s multi-generational clients.
A large part of what brought Bryan to HMS is its innovative strategies to reduce market risks that allow clients to make better decisions in times of financial stress. He understands how unsettling it can be to be totally dependent upon your nest egg to generate an income for you. Thus, he works with you to define your income needs and then builds a diversified income producing portfolio at a level of risk with which you are comfortable. Having a well-developed plan for off-setting inflation and minimizing taxes is one of the many ways Bryan can help you generate the income you need now and in the future.
Bryan’s career began in 1988 in Springfield, Missouri where he managed money for Boatmen’s Trust Company headquartered in St. Louis. The merger of Boatmen’s and Nations Bank brought him to the Nashville market in 2003 where he was responsible for the entire book of accounts including all personal investment, Trust, Foundation and Endowment accounts.
He holds both the prestigious Chartered Financial Analyst and the Chartered Alternative Investment Analyst designation.
- 30 plus years of investment experience
- CFA® and CAIA® charter holder
- Income Portfolio Manager