• Bryan Stepanian

    Managing Director

    Client Advisor

Leveraging his extensive experience, Bryan Stepanian serves as a Managing Director and Client Advisor for Alex. Brown in Greenwich, CT, where he leads a dedicated team providing advisory services to ultra-high net worth families, institutions, and individuals across the US and overseas with client assets in excess of $1B (as of March 2024). Bryan's experience includes alternative assets such as hedge funds and private equity, alongside traditional asset management. With a career spanning 15 years at Deutsche Bank Alex. Brown, Bryan played an instrumental role in the establishment of Alex. Brown in 2016.

Bryan and his team craft tailored investment strategies to help meet the intricate needs of their clients, employing a multi-generational perspective at the heart of their approach. They engage not only with first-generation family members but also with succeeding generations. Over the years, Bryan and his team have closely collaborated with founders and executives of both public and private companies, offering insights ranging from navigating liquidity events to complex trust and estate strategies. Their steadfast commitment to conservative asset management seeks to ensure the preservation and growth of wealth for future generations. Holding Series 7 and 66 Licenses, Bryan's professional engagement extends beyond his role, as he actively serves on multiple boards of both business-related and non-profit organizations, further seeking to enhance his impact and leadership in the industry. Additionally, he is a sports car enthusiast, and the President of the Ferrari Owners Club in the Northeast region of the country.

Bryan graduated from Fairfield University in 1991 with a B.A. from The Dolan School of Business. Bryan resides in Greenwich, CT, with his wife and two sons. He and his family are strongly committed to charity and their community.

Raymond James is not affiliated with the above organizations and/or charitable causes.