Executive Director, Morgan Stanley Private Wealth Management
Local Board Member, Tampa Bay
Bryce is an Executive Director with Morgan Stanley Private Wealth Management. He is based in the firm’s Tampa, Florida complex. Bryce and his team typically work with high net worth individuals and families that fall into three categories: family offices, entrepreneurs/business owners, and individuals that have a concentrated position in a public company. The team advises clients on matters such as risk mitigation, portfolio management strategies, cash flow analysis, business succession planning, and trust and estate planning . Bryce draws on his nearly two decades of experience with respect to management of equities, fixed income, alternatives, and lending. He coordinates with client’s attorneys and accountants to ensure they are on track to meet their personal and financial goals. Bryce prides himself on building strong personal relationships with his clients and delivers a high touch service model. He tailors customized solutions for each and every client and takes a disciplined approach to investing while accessing the tools and resources that are available to him in the Morgan Stanley Private Wealth platform.
Bryce is originally from Grosse Pointe, Michigan and graduated from Miami University (Ohio) with a Bachelor of Arts in Political Science in 1997. While in college, he interned for Otis Elevator company’s Finance department in New York city. Following graduation, he moved to Chicago and worked in the Finance department at Worldcom. He began his career as a Financial Advisor with Merrill Lynch in 2000. In 2004, he moved to Credit Suisse to focus his practice exclusively on high net worth individuals. After building a successful book of business in Chicago, he moved to Tampa, Florida to build out the firm’s presence on the west coast of Florida. In March, 2012 he joined Morgan Stanley Private Wealth Management as the firm’s first team in the Tampa Bay region dedicated exclusively to ultra-high net worth individuals.
In February, 2012 Bryce was named one of the Top 1,000 Financial Advisors in the country by Barron’s magazine. He was ranked # 18 in the state of Florida. In September, 2013 he was named one of the Top 40 Wirehouse Advisors Under 40 years of age by REP magazine. He was ranked # 31 in the country.
Bryce is active in the community and believes in giving back to those less fortunate. He serves on the Board of Trustees for Metropolitan Ministries, he is a member of Old Memorial Country Club, Ye Mystic Krewe, The Union League Club in Chicago, and a graduate of the Lifework Leadership program in Tampa. He volunteers his time mentoring several of the firm’s Financial Advisors and is active watching and coaching his kids sports (currently soccer, flag football, and baseball). He is married to his wife, Christa, and lives with their two young boys in the Beach Park neighborhood of Tampa, Florida.