Profiel
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.
Actieve functies van Bryan Fastenau
| Bedrijven | Functie | Begin |
|---|---|---|
HMS Capital Management LLC
HMS Capital Management LLC Investment ManagersFinance HMS builds portfolios for clients based on their targeted goals, risk tolerance, current and future income needs, and risk/reward potential. The firm has various investment models that use a mix of domestic and foreign equities, fixed income securities, mutual funds, exchange traded funds and other suitable investment vehicles. | Portefeuillebeheerder-Aandelen | 01-04-2018 |
Eerdere bekende functies van Bryan Fastenau
| Bedrijven | Functie | Einde |
|---|---|---|
US Trust
US Trust Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | 01-02-2018 |
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| Bedrijven in privébezit | 2 |
|---|---|
US Trust
US Trust Investment ManagersFinance Provides investment management services | Finance |
HMS Capital Management LLC
HMS Capital Management LLC Investment ManagersFinance HMS builds portfolios for clients based on their targeted goals, risk tolerance, current and future income needs, and risk/reward potential. The firm has various investment models that use a mix of domestic and foreign equities, fixed income securities, mutual funds, exchange traded funds and other suitable investment vehicles. | Finance |
















