Bryan has an MBA in Finance (Dean’s Honor List) from The University of Chicago Booth School of Business. He is also a graduate of Union College where he earned his BA in Managerial Economics (Magna Cum Laude). Bryan is past President of The Alliance of Independent Broker Dealers.
Prior to founding The Kocen Financial Group, Bryan was an Institutional Credit Analyst with Bear Stearns and Company, General Partner Associate with The Cerulean Fund, and Vice President of The Bankers Consulting Group, Inc. Bryan is on the Executive Board of Directors of The Pardes Institute of Jewish Studies and has previously served on the board of The Jewish Federation of Palm Springs and Desert Area. He is a member of the UCR Business Leaders Round table and a member of the Lions Club International. He has taught finance, investing, and entrepreneurship at the business school and college level. In addition, Bryan enjoys teaching finance and investments at local schools. He is President elect of California Inland Empire Council Boy Scouts of America. He is also Assistant Scout Master and Personal Management Merit Badge Counselor for Boy Scout Troop 707. Bryan enjoys skiing, hiking, and teaching.