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Bryan Scheels

Assistant Vice President & Portfolio Manager | Special Needs Trusts

Bryan exemplifies a work ethic that’s something to be proud of. While managing a full-time academic schedule at Ramapo College with a cumulative GPA of 3.6/4.0, he also held down a full-time job. Bryan does not shy away from a challenge. His can-do attitude and inquisitiveness to learn is inspiring.

He knew early on that he wanted to help people. Working at Best Buy as an Assistant Manager through college, he learned how to listen to people’s needs, helping them find the best solution. Bryan now puts these skills to work as he begins his career in finance, learning how to help people create and protect their wealth.

A lover of the outdoors, he enjoys hiking and kayaking.

Bryan was born and raised in the Hudson Valley and resides in Orange County. 

Ramapo College of New Jersey

  • Anisfield School of Business – AACSB Accredited
  • Bachelor of Business Administration, Finance 2016
    • Magna cum laude

SUNY Orange- Orange County Community College

  • Associate Degree Criminal Justice & Police Science – 2016

Hudson Valley Investment Advisors, Inc., 9/2019-Present

  • Portfolio Manager

Hudson Valley Investment Advisors, Inc., 6/2016-9/2019

  • Assistant Portfolio Manager
  • HVIA’s Investment Policy Committee
  • United Way of Dutchess-Orange Region – Grant Review Volunteer
  • Background Information

    Bryan exemplifies a work ethic that’s something to be proud of. While managing a full-time academic schedule at Ramapo College with a cumulative GPA of 3.6/4.0, he also held down a full-time job. Bryan does not shy away from a challenge. His can-do attitude and inquisitiveness to learn is inspiring.

    He knew early on that he wanted to help people. Working at Best Buy as an Assistant Manager through college, he learned how to listen to people’s needs, helping them find the best solution. Bryan now puts these skills to work as he begins his career in finance, learning how to help people create and protect their wealth.

    A lover of the outdoors, he enjoys hiking and kayaking.

    Bryan was born and raised in the Hudson Valley and resides in Orange County. 

  • Education & Training

    Ramapo College of New Jersey

    • Anisfield School of Business – AACSB Accredited
    • Bachelor of Business Administration, Finance 2016
      • Magna cum laude

    SUNY Orange- Orange County Community College

    • Associate Degree Criminal Justice & Police Science – 2016
  • Business Experience

    Hudson Valley Investment Advisors, Inc., 9/2019-Present

    • Portfolio Manager

    Hudson Valley Investment Advisors, Inc., 6/2016-9/2019

    • Assistant Portfolio Manager
  • Notable Memberships
    • HVIA’s Investment Policy Committee
    • United Way of Dutchess-Orange Region – Grant Review Volunteer