Bryan Grimm is an institutional advisor in Minneapolis, MN.

Bryan delivers investment advisory services to organizations offering employer sponsored retirement plans to improve participant outcomes. This includes providing strategic guidance on investment menu construction, asset allocation, performance monitoring, and investment recommendations. He also works with committees with governance frameworks, benchmarking, and regulatory updates, and has extensive experience in investment consulting and portfolio oversight for institutional retirement plans.

Before joining CAPTRUST, Bryan chaired the investment committee and led strategic initiatives in asset allocation and retirement income solutions at Alerus Financial. Prior to Alerus, he has experience managing investments, developing asset allocation models, and being a liaison for key partnerships with leading financial service providers.

Bryan earned his Bachelor of Science degree in economics from the University of Wisconsin-Madison and is a CFA® Charterholder.

When he’s not working, Bryan enjoys challenging himself to find new ways to stay active, whether going on long walks and biking with his wife or golfing with friends. He also spends a lot of his free time trying to keep up with his two children attending college.