Ryan is a Portfolio Analyst at the firm. In Ryan’s role, he supports Senior Investment Advisors in all investment matters, monitors cash positions and IPS restrictions and assists with client inquiries and onboarding.
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 is a Level III CFA candidate. He has earned bachelor’s degrees in Economics and History from Colby College.
Outside of work, Ryan is an assistant coach for a swim team that competes in the New England region. He enjoys spending time with his family and friends and attending Red Sox games at Fenway.