Bryan Cass

Wealth Manager

While it would maybe be easy to assume that Bryan was drawn to the finance industry because of a love of numbers or analysis, it’s the relationships with clients that have kept him in wealth management and driven him to devote himself to developing deep, trusted relationships with all of his clients. He values that his role in clients’ lives isn’t necessarily related to the specifics of functioning as an advisor but the milestones he has been honored to have some small part in as clients move through their lives.

Bryan began his career at Alliance Bernstein in their fixed income portfolio management group. After gaining experience in project management and budgeting at an architecture firm, a desire to work with clients directly led him back to wealth management. He then spent seven years at BNY Mellon in various roles, most recently as a senior wealth manager. Joining LNW provided him the chance to work in great depth with clients on a talented team with a breadth of experience and expertise and a passion for serving clients.

While very important, the greatest professional fulfillment will not come from managing a portfolio well or helping to craft a durable financial plan, but rather from getting to know clients on a personal level and being there alongside them on their personal journey as a trusted advisor.
Designations and Education
  • B.Sc. in Management, Rensselaer Polytechnic Institute
  • Charted Financial Analyst® charterholder
Personal Passion

Grew up playing many different sports, including football, basketball, and baseball, and still enjoy physical activity. Former mentor to intercountry and transracial youth and teen adoptees through the organization Also-Known-As. Experiencing all of the great food, art, and culture NYC has to offer.