Primary Job Title Founding Partner - Lead Advisor Primary Organization Catalyst Private Wealth
Location San Francisco Bay Area, California, United States Regions West Coast, Western US Gender Male
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Bryan Wilson is the founding partner and lead advisor at Catalyst Private Wealth. Working as a Wealth Advisor, Bryan collaborates with the Catalyst team to deliver comprehensive planning & investment management to clients. He holds the Series 65 and is licensed to provide investment advisory services.
Before starting Catalyst Private Wealth,
Bryan worked as a Senior Wealth Advisor at ClearPath Capital Partners. Other professional experiences include working for Boston Private, E3 Healthcare, Sonus, and Borel Bank. In addition, Bryan is an investor and advisor to a number of early stage tech startups. He obtained his undergraduate degree from the Lundquist College of Business at the University of Oregon where he was a Dean’s List scholar.
Born and raised in San Mateo, Bryan currently lives in the Marina, San Francisco. In his spare time, Bryan can be found on the golf course, binge watching the most recent Netflix documentary, and supporting all Bay Area local sports teams... except the Raiders.
Areas of Focus: Relationship Management, Stock Option Planning, Venture, Secondary Market, & Startups.
