ALBANY — Financial advisors Jeffrey J. Pollard, Raymond C.H. Bryan, and John E. Carl have announced the formation of a new partnership known as Pollard Bryan & Carl Wealth Management Group.
With a combined $800 million of assets under management, the partners will provide additional industry experience, more expansive financial services, and intellectual capital to enhance their client relationships. Using financial planning as a cornerstone of the practice, they will offer tailored services and solutions to fit all areas of their clients’ financial lives and help preserve their legacy.
Some of the areas of focus for the partners are assisting clients with creating income from their retirement plans, setting up 401(k) plans and helping business owners with liquidity events. The team also consists of Financial Advisor Dedra Brust, CFP®, Senior Registered Private Client Associates Buffy Leonard and Sarah Marlow, and Private Client Associate Colleen Garcia.
Messrs. Pollard and Carl, Ms. Brust, Ms. Leonard and Ms. Garcia work out of Janney’s Albany office. Mr. Bryan and Ms. Marlow work out of Janney’s Saratoga Springs office.
Pollard Bryan & Carl Wealth Management Group has also announced the addition of James Thorp, Financial Advisor, to the team, working in Janney’s Albany office. Thorp has been working in the financial services industry for over 25 years beginning in New York City at two large banks. He later moved to the Capital District to pursue an opportunity with The Ayco Company, a subsidiary of Goldman Sachs.
At Ayco, he was part of Goldman’s Investment Management Division. Hired as a Portfolio Manager, Thorp was eventually promoted to lead Portfolio Manager in the Taxable Fixed Income group. He has deep experience in the fixed income markets and had portfolio management responsibilities for separate account Taxable Fixed Income portfolios with assets of over $1 billion with investments in Corporate, Government and US Agency securities.
Thorp holds Series 7, 24, 63 and 65 licenses. He also holds an MBA in Finance from The Fordham Gabelli School of Business and a B.A. in Economics from Georgetown University.