Ryan services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. Prior to joining the firm in 2019, he worked in client services at Wells Fargo. Ryan graduated from the University of Minnesota with a BS in Finance and Accounting. He is a CFA ® Charterholder (Chartered Financial Analyst®) and Member of the CFA Institute and the CFA Society of Chicago. Ryan is a member of the Ambassador Council for the First Tee – Greater Chicago. In his free time, he enjoys golfing, reading and traveling.
