As Senior Investment Analyst, Bryan plays a critical role in the investment lifecycle, specializing in rigorous financial modeling, due diligence, and the identification of high-potential acquisition targets. He is responsible for evaluating market trends and underwriting complex transactions to ensure every investment aligns with the firm's objectives and return profiles. 

Bryan brings over 15 years of diverse finance experience to his role at OVC spanning spanning wealth management, corporate finance, real estate, consulting, and private equity. He has served as Senior Finance Manager at CBRE and as Chief Financial Officer for two privately held companies, bringing hands-on operational and financial leadership experience to his work at OVC. At Oak Valley Capital, Bryan plays a key role in building and maintaining LBO models, conducting market, financial, and operational analysis, supporting diligence efforts, and monitoring portfolio company financial performance. His work emphasizes analytical rigor, disciplined valuation, and clear, data-driven insights.

A graduate of UC San Diego, Bryan is a CFA charterholder - a designation that underscores his mastery of advanced investment analysis and his commitment to the highest ethical standards in the industry - and has passed his Series 7 and Series 66 examinations.Driven by a philosophy of continuous improvement, Bryan is dedicated to both professional excellence and personal evolution. He actively pursues opportunities that challenge his perspective and expand his expertise, ensuring he remains at the forefront of the evolving financial landscape.