Mark T. Bryant, CFP® AIF®
Certified Financial Planner™ | Accredited Investment Fiduciary®
“I strive to be a respected professional who provides a positive perspective on my clients’ futures and helps lead them toward a comfortable financial existence. I hope to motivate and educate clients to stay on course guiding them through difficult times. My reward for these efforts is quality lasting relationships within the framework of which my clients can look to me as both a financial mentor and a friend.”
Mark has been a CERTIFIED FINANCIAL PLANNER™ professional since 1987, providing access to planning and investment advice to more than 500 families and small business owners through Bryant Asset Management, the financial services branch of Bryant Asset Protection in Slingerlands, New York. In 2012, Mark earned the Accredited Investment Fiduciary® designation. The AIF® professional designation demonstrates knowledge and competency in the area of fiduciary responsibility.
Mark is a member of the national and Capital District Financial Planning associations and is a past president of the Institute of Certified Financial Planners. Currently, Mark is on the board of Capital Roots and chairs its finance committee. He is a past director for Northern Rivers Family Services where he served as chairman of the finance committee for Parson's Family and Child Center, and is a past president of the Albany Jaycees. While chairman of the board of the Bethlehem Chamber of Commerce, he accepted the Citizen of the Year award with fellow members of the Bethlehem Planning Committee.
In 1980, Mark began his career in financial services with Profesco Corporation, a former arm of John Hancock Financial Services. His role was to provide financial planning and services to physicians in hospital systems throughout Rhode Island. In 1984, he left John Hancock to join his father, Charles E. Bryant, and brother, Jeffrey C. Bryant, at Bryant Asset Protection and develop his own financial planning practice.
With nearly 40 years of experience in financial services working with clients with diverse financial needs, Mark is well equipped to tackle a variety of financial planning situations. Because he works independently, Mark is free to provide recommendations from an extensive list of securities and funds for investment, as well as a broad range of insurance products such as long-term care and life insurance. Mark is an Investment Adviser Representative of the highly regarded Commonwealth Financial Network® of Waltham, Massachusetts, and San Diego, California, which has served as Bryant Asset Management's broker/dealer since 2003.
Mark holds a BS is business administration from Bryant College in Smithfield, Rhode Island, and is a graduate of Bethlehem Central. Mark and his wife, Lisa Callahan, reside in Delmar and have two sons, Jesse and Jack. In his spare time, Mark enjoys a variety of extreme sports including mountain biking and skiing, golf, vacationing at the family cottage, music—particularly progressive jazz—and reading about global economics and societal issues.
Mark Bryant is proud to have been recognized as a Chairman's Level advisor for 2016—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Conor J. Bryant, CFP® CFF®
Certified Financial Planner™ | Certified Financial Fiduciary®
“I am committed to creating a “red carpet” advisory experience for our clients and continuing to find ways to better educate them and keep them on track throughout challenging financial market environments. By marketing the well-respected name of Bryant Asset Management within the local business community, I hope to become known as THE elite financial professional on whom people can rely for a substantial knowledge base anda strong commitment to our community.”
Conor’s passion for the investment industry began over 20 years ago at the tender age of 13 during an extracurricular class called Project Business. Conor was tasked with researching and picking an individual stock and following it throughout the semester. During that time, the Yahoo stock he chose increased by 150% and he thought “This seems easy!” When the tech bubble burst in the early 2000’s, he realized there might be a little more complexity to the financial world, but he was hooked nonetheless.
During his first financial services job in the shareholder services department of Eaton Vance in Boston, Conor acted as the last line of defense for clients desperate for advice during the 2008 financial crisis. He could not believe there were so many people who could not get in contact with the advisor that “sold” them the mutual fund they were calling about, and he knew he wanted to change that. Although he watched some of his colleagues become frustrated working with naïve investors, Conor thrived in that environment and enjoyed educating shareholders while “talking them off the edge.” That was when his true passion for the financial services industry was born. He had a strong and consistent desire to help people that continued to point him in the direction of financial advising.
In January 2014, Conor joined his uncle, Mark Bryant, at Bryant Asset Management as a Registered Representative of Commonwealth Financial Network. In this role, Conor advises a growing group of his own clients as well as assisting Mark with research, marketing, and client portfolio construction. Conor has earned the highest-level professional designation in financial services as a CERTIFIED FINANCIAL PLANNER™ professional. He also holds FINRA Series 6, 7, 63, 65, and 79 securities registrations. Conor is a member of the national and Capital District Financial Planning Associations, serves on the Board of Directors of the Hudson Mohawk Land Conservany, is a former treasurer of the board of directors of the Capital Alliance of Young Professionals, and has served on the board of the Northeast Kidney Foundation.
Conor is originally from the Capital District and graduated from Voorheesville High School in 2002. In 2006, he received a BA cum laude in business management and economics from Gettysburg College. After graduating from college, Conor moved to Colorado where he taught skiing for a time. He and his wife, Katie, live in Albany. These days, Conor enjoys watching and participating in a variety of sports, particularly golf and skiing. He shares his passion for skiing by volunteering as a ski instructor at Double H Ranch. He is a seasoned traveler and has visited every continent except Antarctica.
Conor continues to pursue his interest in human psychology and finance through in-depth study of behavioral finance and believes the dominant determinant of long-term investor returns is based upon the emotion and behavior of each client toward their investments. Subscribing to the philosophy that it is almost impossible to have a completely objective view of your money, Conor believes he can effectively act as an objective third party to make sure each of his clients’ decisions are based on fundamentals - and not emotions - to keep them on track with their goals.
Reid Prinzo, CFA®
Chartered Financial Analyst®
“Money can be a stressful topic for most people, so my primary focus as a financial advisor is to reduce the stress in clients’ lives related to their financial picture. My goal is to take complicated financial planning issues and make them easier for everyday savers and investors to understand so that they can, in turn, spend less time worrying about their money and more time enjoying life to the fullest.”
Reid Prinzo joined Bryant Asset Management in early 2019. He is a native of Glenmont, NY, a 2003 graduate of Bethlehem Central High School, and a 2007 graduate of Bentley University in Waltham, Massachusetts.
Following graduation, Reid entered the financial services industry and has since devoted himself to constant improvement of his knowledge base in order to bring the best, most appropriate financial solutions to his clients. Financial markets and investing are his passion, and he enthusiastically educates clients about how they can use investing as a way to help fund their life’s plans, goals and dreams.
Reid spent 2 years at Transamerica Retirement Services in Needham, Massachusetts before moving on to a 9-year career at MFS Investment Management in Boston, one of country’s largest investment firms with more than $425 Billion in assets. At MFS, he specialized in 401(k) and Defined Contribution Plan consulting, and has experience helping small, mid and large size businesses build and maintain effective retirement plans.
In 2016, Reid earned the prestigious Chartered Financial Analyst Designation. Fewer than 1 in 5 candidates are able to pass the CFA Designation Program, and it takes on average over 1000 hours of intensive study to earn the charter. CFA Charter Holders are trained on expert level portfolio management skills, as well as tax and inter-generational wealth planning topics. Most importantly, CFA Charter Holders are bound by the highest ethical standards in the financial industry.
Reid and his wife, Elise (also a Glenmont native) live in the Delmar area. Reid is an avid golfer and plays at Colonie Country Club in Voorheesville. His also enjoys concerts at SPAC, time spent at Sacandaga Lake, World travel, and relaxing with family and friends.
Shawn A. Maloney
“I am committed to maintaining the highest standards of integrity and professionalism and to providing our clients with excellent service. I strive to provide unparalleled support to everyone on our team.”
Shawn Anthony Maloney joined our team in March, 2015. After graduating from Iona College with a Bachelor of Business Administration in May of 2012, Shawn worked for Morgan Stanley in New York as an analyst and then in investor services. Shawn holds FINRA Series 7 & 66 securities registrations.
Shawn provides a wide range of special projects for the practice, conducts ongoing , in-depth investment research, and works closely with our advisors to create and main our custom portfolios. In addition, he endeavors to keep current on Commonwealth’s expanding technology platform so it can be effectively leveraged by the entire staff to enhance the client experience. He also works with the rest of the team to assist clients with service needs and marketing initiatives.
Shawn grew up in Mechanicville and graduated from Catholic High School in Troy. In his spare time, he enjoys following the stock market, spending time with his family, and a variety of sports including fishing, soccer, dirt biking, and golf.
Nancy L. Fopeano
Client Service Associate
“My professional goal is to be a knowledgeable, technically proficient and reliable resource for staff and clients, and to facilitate a compliant, well-coordinated and effective group effort to serve our clients beyond their expectations. I also strive to maintain a positive, can-do practice environment and actively seek the ways and means needed to continually improve the scope and quality of our services.”
Nancy Fopeano joined Bryant Asset Management in early 2006 as Financial Assistant to Mark Bryant. She is a University at Albany alumna and majored in Modern Language and minored in fine arts. Nancy has held several management positions, including Associate Director of Development Programs at RPI and Controller for a local commercial real estate and property management firm. She has more than 25 years of experience in client services, finance, and administration, and holds a FINRA Series 6 securities registration.
As practice manager, Nancy coordinates day-to-day operations and is responsible for development and implementation of the practice's compliance and operating policies & procedures, technology utilization and marketing efforts.
Nancy moved to the Capital Region from outside of Buffalo in 1974, and now lives in Schenectady with her husband, Bob, and their cats, Zizi and Harry. She has trained as a Cooperative Extension Master Gardener and is a serious herb and perennial gardener. Nancy has travelled extensively and is an adventurous cook who especially enjoys preparing dishes from the countries she has visited. In her spare time, she enjoys exploring the Internet, reading anything (especially forensic crime novels), foreign films, fast cars, and the occasional rock concert.
Kerry A. Bardwell
Client Service Associate
“I proudly contribute to the group effort of our team to provide a consistently excellent client experience. I endeavor to greet every client with a friendly attitude and to complete all service tasks as efficiently as possible. I believe in bringing integrity and pride of ownership to even the smallest tasks is very important, and I find value in learning and sharing that knowledge with others."
Kerry came to Bryant Asset Management in September, 2016, with over ten years of experience in financial services. She brings a high level of administrative expertise as well as a true dedication to helping clients. Kerry is responsible for staff and client scheduling, coordination of meeting preparation, as well as a wide variety of client services tasks. She holds a FINRA Series 6 securities registration.
Kerry grew up in Glenville where she now resides with her husband, Tim. Most of her family still live in the Capital District including her sons, her mother and her two sisters. In her free time, Kerry enjoys going to the gym, gardening, travel and spending time with family and friends.
Cynthia J. "Cindi" Cooper
Client Service Associate
“I take pride in providing excellent customer service and helping Bryant Asset Management become known as the elite financial services firm in the area.”
Cindi Cooper returned to Bryant Asset Management in December, 2014, as Customer Service and Marketing Assistant. Cindi has over 30 years of office management and customer service experience, including 10 years in the financial services industry—much of it at Bryant Asset. She holds an A.S. degree in Fashion Merchandising from Westbrook College in Portland, Maine, and—in her new position—provides administrative and logistical support to the team.
Cindi and her husband Bill have been Capital District residents for over 25 years and live in Waterford. In her free time, Cindi enjoys golf, snowshoeing, cooking and a variety of family activities.
Our offices at 1280 New Scotland Road in Slingerlands, New York