Bryant Asset Management
The Bryant Asset Management has been serving the community for more than 70 years and offers customized wealth management services. The company is led by a team of certified financial planners and Chartered Financial Analysts. Their offerings include personalized financial advice and tailor-made portfolios that include stocks, annuities, life insurance, 529 plans, and 401(k) plans.
Mark T. Cfp(r) Aif(r) Bryant
For over 70 years, the Bryant Asset Management has been a part of the community, providing customized financial advice and wealth management services. Their team of financial experts includes two CERTIFIED FINANCIAL PLANNERTM professionals and Chartered Financial Analyst® charterholder Reid Prinzo. They offer a full range of financial products including 401(k) and 529 plans, stock, and annuities.
Bryant’s qualifications and experience allow him to help clients with all of their financial needs. He is a member of the National Association of Certified Financial Planners and a past president of the Institute of Certified Financial Planners. He is actively involved in the community and has served as a board member of Capital Roots, Northern Rivers Family Services, and the Delmar Area Chamber of Commerce. He is also a member of the Albany Jaycees, Bethlehem Planning Committee, and the Chamber of Commerce.
Mark Bryant has more than 40 years of experience in financial services and is able to provide financial planning advice to hundreds of small business owners and families. Bryant Asset Management, a branch of Bryant Asset Protection, is located in Slingerlands, New York. In 2012, Bryant earned the designation of Accredited Investment Fiduciary (AIF). The AIF designation demonstrates that he understands fiduciary responsibility.
Conor Bryant started in the investment industry over 20 years ago. His love for it started when he was thirteen years old and took a project business class. The project involved picking a stock. He picked Yahoo, which rose 150% during the course. As a teenager, he thought investing was simple and straightforward. But once the tech bubble burst, he realized how complex and difficult the financial world could be.
Conor is a native of the Capital District and graduated from Voorheesville High School in 2002. He then went on to earn a BA from Gettysburg College and began teaching skiing in Colorado. He currently lives with his wife Katie and son Charlie. He enjoys a variety of sports and volunteers at Double H Ranch. He has traveled to every continent except Antarctica.
Bryant joined Bryant Asset Management in January 2014. He is a Registered Representative of Commonwealth Financial Network and assists with the construction and marketing of client portfolios. In addition, he holds the CERTIFIED FINANCIAL FIDUCIARY designation. He has also been recognized as a 2020 Vista Level Advisor, a designation only achieved by 25 percent of advisors affiliated with Commonwealth Financial Network. The network is the largest privately held RIA in the industry.
Whether you are an individual or a family, Donna Smith can help you reach your financial goals. She has experience in advising high net worth clients and has a team of specialists and professionals available to meet your specific needs. Donna works closely with her clients and implements regular reviews, setting follow-up timelines, and collaborating with her team. She also works with business owners from start-up to maturity, and specializes in cash management, short and long-term financing, transfer strategies, and business succession planning.
Donna Smith is a partner and Executive Vice President at Smith NMTC Associates, LLC. She co-founded this firm in 2007. In 2007, she partnered with Habitat for Humanity International to manage the CDE for HFHI. The firm was awarded three allocations totaling $103 million to support the nonprofit’s work.