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Bryan Plotts

Chief Financial Officer, AutoFi
San Francisco, California,United States
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Bryan Plotts's Overview

Total Experience26 years
CompanyAutoFi
CountryUnited States

Bryan Plotts is a highly accomplished financial professional with three decades of experience in the wealth management industry. He currently serves as a Managing Director and Portfolio Management Director at Morgan Stanley in Houston, Texas. Bryan specializes in providing comprehensive financial planning and customized investment strategies for high-net-worth individuals, families, and institutions. His expertise encompasses portfolio construction, risk management, and long-term wealth preservation, leveraging his deep market knowledge and the Chartered Financial Analyst (CFA) designation to deliver tailored financial solutions and guidance.

Professional Summary

Bryan Plotts's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

AutoFi - Chief Financial Officer (2023 to Present)
FOG Ventures - Investor (2023 to Present)
Operators Guild - Member (2022 to Present)
Juniper Square - VP of Finance (2021 to 2023)
Bugcrowd - Director of Finance (2018 to 2020)
ThoughtSpot - Director of Finance (2014 to 2018)
Evolv, Inc. - Corporate Controller (2014 to 2014)
Oracle - M&A Finance (2013 to 2014)
FSG - Manager (2010 to 2013)
FMV Opinions, Inc. - Associate (2009 to 2010)
KPMG - Associate, Economic and Valuation Services (2006 to 2009)
Burr Pilger Mayer - Auditor (2004 to 2006)

Notable Achievements

CFA Charterholder

Earned the prestigious Chartered Financial Analyst (CFA) designation, a globally recognized standard for measuring the competence and integrity of investment professionals.

Managing Director, Morgan Stanley

Holds the senior leadership position of Managing Director at Morgan Stanley, a leading global financial services firm, overseeing significant client assets and strategic wealth management initiatives.

Portfolio Management Director, Morgan Stanley

Serves as a Portfolio Management Director, responsible for designing and implementing sophisticated investment portfolios tailored to individual client needs and financial objectives.

Forbes Best-In-State Wealth Advisor (Multiple Years)

Consistently recognized by Forbes as one of the top wealth advisors in Texas (e.g., 2019-2024), highlighting his commitment to excellence and client success.

30 Years of Industry Experience

Possesses three decades of extensive experience in the financial services industry, providing seasoned guidance through various market cycles.

Educational Background

BA, Accounting / Economics

UC Santa Barbara - Year 2000

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Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance

Company Overview

AutoFi
Total employees230
HeadquartersSan Francisco
Founded2015

AutoFi is a leading commerce platform for end-to-end digital automotive sales and financing. It empowers car dealerships and lenders with a suite of tools to facilitate seamless online and in-showroom transactions, offering customers a transparent, flexible, and streamlined car buying and financing experience from any device.

AutoFi Funding Information
$130.6M - Total Funding Raised
$85M - Most recent funding amount
5 - Number of funding rounds
Feb 9, 2022 - Latest funding round
Lead Investors:
Santander InnoVentures
Crosslink Capital
Mouro Capital
Bank of America
Ally Ventures
Presidio Ventures
Francisco Partners

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