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Consultant Relations

Bryan Poston, CFA

Senior Market and Business Strategist

Bryan is a senior market and business strategist at Breckinridge. In his role, he is responsible for conducting primary and secondary research on the industry, clients, products, and the competitive and market landscape. Bryan has been with the firm since 2022 and has over eight years of experience. Prior to Breckinridge, he was Director, Market and Business Intelligence at Fidelity where he served as a subject matter expert on portfolio trends with institutional and intermediary investors. Bryan also developed prospect strategies for distribution and consultant relations and evaluated strategic opportunities for Fidelity to expand their investment offering into alternatives. He holds a B.S. in finance from the University of Rhode Island and M.S. in Finance from Boston College. Bryan is a CFA® charterholder.