Bryan Guzman
Senior Associate
Family Office Management Team
Bryan is a valued member of our Family Office Management Team where he implements and helps facilitate comprehensive, goal-based multigenerational wealth planning strategies, integrating income tax planning, estate planning, cash flow analysis, charitable planning and risk management for a select group of the firm’s family office clients.
Bryan works closely with the firms’ partners and directors to provide a tailored experience for TwinFocus clients. His efforts involve a highly interactive, collaborative approach with client families and their advisors.
Prior to joining TwinFocus, Bryan served as a Senior Associate, Director of Client Service for a boutique wealth management firm. There he performed various client support functions including client onboarding, portfolio maintenance including executing portfolio transactions, client reporting, preparing materials for client/ portfolio reviews, and addressing daily client/ portfolio inquiries. Prior to that, Bryan worked at Bank of America’s Private Bank for five years as a Senior Associate on the UHNW Team.
Bryan graduated Summa Cum Laude from Boston University in 2017 where he earned dual degrees in Public Health and Psychology.
Get to know Bryan.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
I’d want to own a coffee shop and would split my time between running the business and traveling the world in search of the perfect coffee bean.
What unique personal skills make you great at your role at TwinFocus?
I invest myself fully in everything that I do so that I can consistently provide the highest level of excellence. I see all challenges as either a chance to prove myself, or an opportunity to learn & grow.
What do you enjoy doing outside of work?
In my personal time I am a competitive bodybuilder and enjoy chasing after my goal of wanting to turn pro. Depending on the season you can also either find me on the mountain snowboarding or on the green perfecting my putting.
What do you enjoy most about your job?
I have a servant’s heart and enjoy doing things for my clients that make their lives easier. For me, the best part of what I do is earning the right to be considered a client’s go-to person while also championing things that are important to them.