Bryan Fastenau

Gestionnaire de Portefeuille-Actions chez HMS Capital Management LLC

Profil

Mr. Bryan Fastenau is a Senior Portfolio Manager at HMS Capital Management LLC.
He helps clients implement their wealth plan by developing an investment strategy designed to meet their long term goals.He has developed an affinity for income producing investments and spends most of his time managing the firm’s Equity Income Strategy.
He 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, he is able to bring Wealth Without Worry to the firm’s multi-generational clients.
He has over 30 plus years of investment experience.
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.
His 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.

Postes actifs de Bryan Fastenau

Sociétés	Poste	Début
HMS Capital Management LLC	Gestionnaire de Portefeuille-Actions	01/04/2018

Anciens postes connus de Bryan Fastenau

Sociétés	Poste	Fin
US Trust	Corporate Officer/Principal	01/02/2018