Ryan is a Senior Portfolio Manager at the firm. In his role, Ryan works with the senior investment team in all aspects of the portfolio management and investment process. This includes the development of client investment plans, trading and investment implementation and meeting with clients to review their portfolios.
Prior to joining Ballentine Partners in 2018, Ryan worked as an analyst in the Wealth Management group at Century Bank. In his previous role, he conducted equity and fixed income research and supported the CIO in managing portfolios for the group’s institutional and high-net-worth clients.
Ryan earned his BA in Economics and History from Colby College. He is a CFA charterholder, a member of the CFA Society Boston, and a CAIA charterholder.