About Bryan
As Portfolio Manager, Bryan Cassetta assists in the development of your personal investment policy guidelines. Bryan makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
Professional Experience
Bryan is a Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Carolinas region. He and his highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions. Together they serve as trusted advisors to provide advice and solutions focusing on wealth planning, banking services, custom credit solutions, investment management and trust, tax strategies, and estate planning.
Bryan has over 18 years of experience in industry
Bryan has over 18 years of experience in industry
Education
MBA - Campbell University
BBA - Campbell University
BBA - Campbell University
Licenses & Professional Designations
- Chartered Financial Analyst
- Certified Financial Planner
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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