Ryan is a Senior Investment Advisor at the firm. In his role, Ryan works with his clients to develop and execute a comprehensive investment strategy and assists with all aspects of the portfolio management and investment process. Outside of his client work, he is involved in the firm’s trading operations and strategic projects in private equity research.
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.