Granite Bay Wealth Management Announces New Team Member
Portsmouth, NH (October 2022) — Granite Bay Wealth Management is pleased to announce that Bryan Monteverde has joined their team as Vice President. With an expertise in lending and divorce financial settlements, he will provide depth to the firm with a proficiency that will help Granite Bay Wealth Management clients through the difficult financial decisions associated with divorce.
Monteverde graduated from the University of Pittsburgh at Johnstown with a Bachelor’s in Finance and a minor in Economics. He has over 15 years of experience in the financial service industry.
Before joining Granite Bay Wealth Management, he spent more than ten years working with the Bank of New York Mellon Wealth Management helping design, implement and administer estate and investment strategies for high-net-worth families in various capacities. Monteverde worked as a Privately Held Business Advisor for individuals owning privately held family businesses. After completing a comprehensive credit training program, he then worked as a Senior Private Banker and advised his clients on credit, cash management and interest rate hedging strategies.
After over a decade working in wealth management, Bryan joined Divorce Outcomes as a Financial Consultant where he was guiding families and business owners through the financial complexities of divorce.
“We are excited to add Brian’s experience and knowledge to the Granite Bay team. It is rare to find a like-minded person who fits with our culture and also has such a broad range of industry experience that can help our clients.” Said Paul Stanley, CFP™, CPM®, Managing Partner, at Granite Bay Wealth Management.
Bryan’s previous affiliations include, the National Association of Certified Valuators and Analysts (NACVA), CFA Society of Boston, and the Exit Planning Institute (EPI). He has successfully completed level one of the Chartered Financial Analysts (CFA®) exam.
Bryan lives in Portsmouth, NH and enjoys spending his free time skiing, fishing, biking, and kayaking around the local coastline.
Granite Bay Wealth Management is committed to making complex financial scenarios understandable. They believe that the greater understanding the client has of what they are doing, the better the partnership will be over their life. Wealth management goes beyond investing. It requires a deep understanding of people’s lives, concerns and dreams. They collaborate with clients to come up with solutions that not only meet their needs but that they understand and are comfortable with. Granite Bay Wealth Management serves individuals and businesses in all areas of investment planning, including wealth management, estate and trust planning, education planning and retirement planning. Their offices are located at 767 Islington Street, Portsmouth. More information is available at www.granitebaywm.com.