Jeremy Michael Bryan
Portfolio Manager-Equities at Gradient Investments LLC
Profile
Mr. Jeremy M.
Bryan, CFA MBA, is a Senior Portfolio Manager at Gradient Investments LLC.
He brings over 15 years of investment experience to the team.
Prior to joining Gradient Investments, Mr. Bryan spent several years working with investment advisors and their clients to design and manage investment portfolios.
His in-depth knowledge of the private client market, along with his expertise in asset allocation, investment analysis and risk assessment gives him a unique perspective into the investment markets.
He worked as an equity analyst at Deephaven Capital Management in Minneapolis and Surveyor Capital in New York City.
Most recently, he was an equity portfolio manager at Alerus Financial in Minneapolis, where he oversaw more than $2 billion of assets under management.
Mr. Bryan earned his bachelor's degree in finance from St. Cloud State University in St. Cloud, Minnesota and his master's degree from the University of St. Thomas in Minneapolis.
He earned his CFA designation in 2010 and is a member of CFA Institute.
He also remains actively involved with the CFA Society of Minnesota.
Jeremy Michael Bryan active positions
| Companies | Position | Start |
|---|---|---|
Gradient Investments LLC
 Gradient Investments LLC Investment ManagersFinance Gradient Investments LLC (GI) is an independent, privately-owned, fee-based, SEC registered investment advisor headquartered in Arden Hills, Minnesota. The firm was founded by Charles E. Lucius in 2006. GI provides professional money management services to individuals, employer-sponsored pension plans, foundations, endowments and corporations primarily through exchange-traded funds (ETFs) and individual equities within separately managed accounts. | Portfolio Manager-Equities | 2016-10-31 |
Former positions of Jeremy Michael Bryan
| Companies | Position | End |
|---|---|---|
Surveyor Capital Ltd.
 Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Analyst-Equity | 2011-10-30 |
Deephaven Capital Management LLC
 Deephaven Capital Management LLC Investment ManagersFinance Deephaven Capital Management LLC performs investment management services and sponsors a private investment fund, the Deephaven fund, for institutions and high-net-worth individuals. The Minnetonka, Minnesota-based firm is a subsidiary of Knight Trading Group, Inc. (NASDAQ: NITE) | Analyst-Equity | 2009-03-19 |
Jeffrey Slocum & Associates, Inc.
 Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN. | Corporate Officer/Principal | - |
Alerus Investment Advisors Corp.
 Alerus Investment Advisors Corp. Investment ManagersFinance Founded in 1933, Alerus Investment Advisors Corp. is a registered investment advisor located in Minnetonka, Minnesota. The firm is a subsidiary of Alerus Financial NA and their ultimate parent is Alerus Financial Corp. They serve high net-worth individuals and small- to mid-sized institutions. | Analyst-Equity | - |
Training of Jeremy Michael Bryan
| St. Cloud State University | Undergraduate Degree |
| University of St. Thomas | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Surveyor Capital Ltd.
Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Finance |
Deephaven Capital Management LLC
Deephaven Capital Management LLC Investment ManagersFinance Deephaven Capital Management LLC performs investment management services and sponsors a private investment fund, the Deephaven fund, for institutions and high-net-worth individuals. The Minnetonka, Minnesota-based firm is a subsidiary of Knight Trading Group, Inc. (NASDAQ: NITE) | Finance |
Alerus Investment Advisors Corp.
Alerus Investment Advisors Corp. Investment ManagersFinance Founded in 1933, Alerus Investment Advisors Corp. is a registered investment advisor located in Minnetonka, Minnesota. The firm is a subsidiary of Alerus Financial NA and their ultimate parent is Alerus Financial Corp. They serve high net-worth individuals and small- to mid-sized institutions. | Finance |
Jeffrey Slocum & Associates, Inc.
Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN. | Finance |
Gradient Investments LLC
Gradient Investments LLC Investment ManagersFinance Gradient Investments LLC (GI) is an independent, privately-owned, fee-based, SEC registered investment advisor headquartered in Arden Hills, Minnesota. The firm was founded by Charles E. Lucius in 2006. GI provides professional money management services to individuals, employer-sponsored pension plans, foundations, endowments and corporations primarily through exchange-traded funds (ETFs) and individual equities within separately managed accounts. | Finance |
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