Paul S. Berryman, CFP®, serves as Wealth Advisor for the Trust & Wealth Department at Chain Bridge Bank, N.A. He develops and implements wealth management strategies that emphasize diversification, asset allocation, cost efficiency, and a long-term perspective.
Prior to joining Chain Bridge Bank, N.A., Mr. Berryman served as a Financial Consultant Partner at Charles Schwab, where he was the Lead Planner for an advisor with over $2.2 billion in assets under management. He also held the position of AVP, Financial Solutions Advisor at Merrill Lynch, advising high-net-worth clients on various aspects of financial planning.
Mr. Berryman holds an M.B.A. and a B.S. in Business Management with a minor in Finance from Salisbury University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
At Chain Bridge Bank, N.A., Mr. Berryman works with clients to develop personalized asset allocation strategies, taking into account their financial goals, risk tolerance, time horizon, liquidity needs, and tax implications.
