Bryce joined our team as an Operations Specialist in 2022 and recently transitioned to a Client Service Associate.

The Client Service Associates’ primary goals are to support and improve services for our clients and the firm. They work closely with the client team and are tasked with a variety of client support functions such as opening new accounts, transferring securities to custodial accounts, confirming securities’ cost basis, and perform cashiering for clients.

Bryce graduated for the University of South Carolina with a BA in Finance and currently resides in South Boston. In his free time, he enjoys being active outdoors, and spending time with friends and family.