Director of Planning and Brokerage Operations
Bryce Heringer is our Director of Planning and Brokerage Operations. His focus is on financial planning, client relations, account maintenance, insurance and meeting preparation.
Bryce has over 22 years of experience in the financial services industry servicing high net worth clients. He started in the industry as an Institutional Trader and made his way in to wealth management. Along the way, he has held several roles within investment operations, trading, and supervision. Prior to joining Red Tower, Bryce was a Relationship Manager at Loring Ward with heavy knowledge in investments and trading.
Born in Southern California, Bryce moved with his family to the Bay Area at a young age and has been here ever since. He currently lives in San Jose, and is one of three brothers and a sister in his family. Challenging himself both mentally and physically every day is important to Bryce, and he stays highly active in his free time by golfing, playing basketball, scuba diving (he learned to dive originally in Monterey, but prefers the warm waters of the Caribbean), and obstacle racing in 5k mud runs.