Ryan is a Portfolio Manager at the firm. In his role, Ryan supports the senior investment team in all aspects of the investment process including developing client investment plans, trading, and meeting with clients to review portfolio performance.
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 and a member of the CFA Society Boston.