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Bryan McDermott

Strategic Operator and Advisor

Deep experience leading operations, strategy, and advisory for businesses and high‑net‑worth clients.

About

I’m a strategic operator and advisor with experience across a multi-family office, investment firms, and a startup I co-founded and scaled.


I specialize in running complex systems, aligning strategy with execution, and guiding high-net-worth clients through critical financial decisions.


Known for bringing structure and clarity, I focus on solving problems quickly and delivering results that matter.

OPERATOR

Strategist

OPERATOR

I run complex systems, build structure, and streamline operations. I’ve scaled teams, optimized workflows, and led cross-functional initiatives to keep businesses moving efficiently.

Advisor

Strategist

OPERATOR

I guide high-net-worth clients and business owners through critical financial decisions. From multi-generational planning to liquidity events, I translate complexity into clarity and action.

Strategist

Strategist

Strategist

I connect vision with execution. Whether shaping growth plans, aligning stakeholders, or mapping long-term objectives, I develop strategies that drive results — leveraging both my operator background and founder experience.

Skills

Strategy & Leadership

Strategic Planning 

Operational Leadership

Business Advisory

Stakeholder Alignment

Startup and Growth Operations


Execution & Optimization

Project Management (PMP) 

Process Improvement

Financial Planning & Analysis (FP&A)

Data-Driven Decision Making

Cross-Functional Coordination


Advisory & Client Solutions

High-Net-Worth Client Advisory

Wealth & Estate Planning Coordination

Investment & Business Strategy

Client Relationship Management

USC and UCLA

Education

MBA, USC Marshall School of Business — Concentration in finance and operational leadership.


BA, UCLA — Studied anthropology, developing a people-first perspective and deeper insight into human behavior.


This combination of analytical rigor and human insight informs how I design systems, solve complex problems, and lead with clarity.

Experience

FPG (2023 – Present) — Family Office and Business Advisor
Advise high-net-worth clients and business owners on integrated financial, estate, and business strategies.


D.A. Davidson (2023) — Financial Advisor
Guided HNW clients on investment strategies, retirement planning, and portfolio management.


Goldman Sachs (2022) — MBA Associate
Supported investment strategy and client solutions for private wealth clients.


Magnus Care (2017 – 2022) — Co-Founder & Head of Operations
Built and scaled a caregiving startup from concept to 30 employees, overseeing operations, strategy, and growth.


Innova Consulting Group (2017 – 2018) — Operations & Strategy Consultant
Developed growth strategies and optimized processes for small business clients.


First Foundation Bank (2017 – 2018) — Sr. Financial Services Representative
Managed client relationships and delivered customized financial solutions.


OneWest Bank (2013 – 2017) — Relationship Banker
Built and maintained client relationships, advising on tailored banking solutions.

Licenses & Certifications

Candidate for CFP® Certification

Developing advanced expertise in financial planning for high-net-worth clients.


Series 66 License 

Licensed to provide investment advice and financial planning services.


Project Management Professional (PMP) 

Proven ability to lead projects and deliver results with structure and discipline.


Certified Scrum Master (CSM) 

Skilled at aligning cross-functional teams and driving execution in fast-moving environments.

What Clients and Colleagues Say

Bryan has a way of making the complex feel simple. I always felt like he was in my corner, listening and guiding me toward the right decisions.


- Jessica (Advisory Client)

His superpower is to turn complex challenges into clear, actionable steps, and consistently keeping the team focused on high-value outcomes. 


- Jai (Co-Founder, Magnus Care)


Bryan makes complex planning simple and seamless for clients and advisors alike.


— Colin (CPA)

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