Our Team

Meet Our Team


  • Team Shemeta


  • Seattle


  • Investment Strategy Group

Bryan Carr, CFA®

Portfolio Manager

As Portfolio Manager, Bryan is responsible for working directly with clients to align their investment portfolios with their short- and long-term financial goals. Bryan is part of our dedicated, in-house investment team. He collaborates with other members of the Investment Strategy Group (ISG) in setting firm-wide investment standards. Bryan enjoys getting to know the unique goals our clients have and creating an asset allocation mix suited to their risk level.

Bringing 15+ years of experience in the financial industry, Bryan has gained experience at other registered investment advisors (RIAs) and asset managers. In his most recent role, he served as a Senior Research Analyst heading up domestic equity manager selection and ESG investing at a local RIA. Bryan is excited to work closely with clients and enhance their lives.

Bryan earned a bachelor’s in finance from Portland State University. He holds the Chartered Financial Analyst® designation.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.


My dad’s Harley Fat Boy.


The most important component to investing successfully is patience. If you have a sensible, diversified allocation, time heals all wounds.


I’ve played bass and recorded music since high school. It’s a life-long hobby I hope to never give up. I also love wine and traveling with my wife Lauren. We often cook for friends and family as often as possible. Lately, I’ve been bitten pretty hard by the gardening bug!

Recent Article Contributions

  • March 13, 2024

    Risk Tolerance vs Asset Allocation: Finding the Right Balance

    When people hear the word risk, they usually visualize “dangerous” things like riding a motorcycle, starting a business, or maybe even a high-stakes game of poker. Taking on risk often comes with the potential for reward – in poker, you can never win a big hand if you don’t ante up. In investing, there is [...]

    Contributions from: Bryan Carr, CFA®, Jay Winston, CFP®, Jordan Travis, MBA, FPQP™