Bryce Coward Email & Phone Number
Senior Wealth Management Advisor, Director of Investments @ Meridian Wealth Management, LLC
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Bryce Coward Location
- Boulder, CO, US
Bryce Coward Work
- Senior Wealth Management Advisor, Director of Investments @ (June 2024 - Present)
- SVP, Senior Wealth Advisor @ (January 2023 - June 2024)
- VP, Wealth Advisor @ (January 2022 - February 2023)
- Deputy Chief Investment Officer and Portfolio Manager @ Knowledge Leaders Capital, LLC (June 2018 - February 2022)
- Portfolio Manager @ Knowledge Leaders Capital, LLC (September 2014 - February 2022)
- Equity Analyst @ Knowledge Leaders Capital, LLC (August 2009 - September 2014)
- Financial Analyst @ (August 2007 - August 2009)
- Account Coordinator @ The Bawmann Group (June 2006 - July 2007)
Bryce Coward Education
- University of Denver - Daniels College of Business
M.B.A. (Finance)
2006-2007 - University of Denver
BSBA (International Business)
2003-2007
Bryce Coward Skills
- Asian Equities
- Economics
- Fixed Income
- Corporate Finance
- Technical Analysis
- Valuation
- Portfolio Management
- Financial Modeling
- Quantative Analysis
- Bloomberg
- FactSet
- Tableau
- Asset Allocation
- Foreign Exchange
- Asset Managment
- Equities
- Equity Research
- MS Excel Pivot Tables
- Microsoft Excel
- Risk Management
- Morningstar Direct
- VBA
- Options Strategies
- Financial Analysis
- Python
- ETFs
- Options
- Investment Management
- Macroeconomics
Bryce Coward Summary
- Bryce Coward, based in Boulder, CO, US, is currently a Senior Wealth Management Advisor, Director of Investments at Meridian Wealth Management, LLC. Bryce Coward brings experience from previous roles at Lido Advisors, LLC and Knowledge Leaders Capital, LLC. Bryce Coward holds a 2006 - 2007 M.B.A. in Finance @ University of Denver - Daniels College of Business. With a robust skill set that includes Asian Equities, Economics, Fixed Income, Corporate Finance, Technical Analysis and more. Bryce Coward has 5 emails and 1 mobile phone numbers on RocketReach.
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Top Meridian Wealth Management, LLC Employees
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Natalie Fernandez
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Quin Broadbent
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Meridian Compliance
Chief Compliance Officer
Lexington, KY, US
Mallory Pagano
Chief Compliance Officer, General Counsel
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Baigin Reynolds
Director of Executive Operations
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