Bryan serves as the Vice President of Financial Planning & Analysis, where he oversees the firm’s strategic financial planning, including forecasting and analytics.  Prior to joining Kovitz, Bryan led an FP&A team at BMO Capital Markets, and before that, served as a manager in public accounting providing assurance services to a variety of public and private financial institutions. 

Bryan is a licensed Certified Public Accountant (CPA) in the state of Illinois, a Chartered Global Management Accountant (CGMA), and holds a Series 27 license.  He earned a Master of Science and Bachelor of Arts degree in Accounting from Michigan State University.  Outside of the office, Bryan enjoys being outdoors, music, and spending time with his wife and two sons.