Garry W. Bridgeman
Advisor; Executive Director (Retired); Institutional Consulting Director; Certified Investment Management Analyst (CIMA®)
Garry has spent his long, successful career supporting the complex needs of fiduciaries and ultra-high-net-worth individuals. His clients have included foundations/endowments, associations, healthcare organizations, governmental entities, Fortune 1000 companies and family offices. He entered the industry in 1979 as an Account Executive for Merrill Lynch. In 2013 he joined Graystone Consulting-Atlanta, a division within Morgan Stanley to help lead the firm’s local team of consulting specialists.
The clients he served looked to him for assistance in the areas of investment policy statement review/development, asset allocation, portfolio structure, risk management, manager selection and oversight, cost analysis, performance measurement and client service. He also provided expert counsel in identifying and evaluating investment management organizations, as well as refining spending policies to achieve a balance between preserving the future value of capital and funding current obligations.
In addition to providing ultra-high-net-worth clients with an institutional approach to investment management, he assisted high-net-worth individuals with advanced estate and financial planning. He assisted clients with concentrated wealth resulting from holding significant positions in public and/or private securities. When working with ultra-high-net-worth business owners, he assisted these clients with monetization strategies which included out-right business sales, recapitalizations and ESOP transactions.
During his tenure in the industry, Garry has been viewed as a trailblazer. He distinguished himself from the beginning in becoming the state of Mississippi’s first African American employed by a major broker-dealer. Later, he was recognized by Merrill Lynch as the Top African American Financial Advisor in the U.S., while earning the titles of Global Institutional Consultant and Private Wealth Advisor.
In addition to his full-time responsibilities, he served as an Advisor to Senior Management of Merrill Lynch and later served as chair of the firm’s diversity effort. He was trained in media communications and was designated as a representative to speak with the media in the local market.
Garry received his Bachelor of Science degree from Indiana University and earned the accredited Certified Investment Management Analyst (CIMA®) designation from the Investment & Wealth Institute. He is a past national President of the Institute’s board of directors and was awarded the title director emeritus for his service. He served as a Trustee for the University of Georgia Foundation and was an active member of their investment committee. After the completion of his service, he was awarded the title of director emeritus. He appeared in numerous industry publications and was featured in an advertorial in Time magazine.
Garry has mentored a number of investment professionals starting out in the industry and maintains a national network and reputation as a resource for investment knowledge for both clients and peers.
- B.S., Indiana University