Ryan is a Senior Wealth Advisor and part of the High Net Worth team that caters to clients with $3.5 million or more investment assets. He works directly with clients on all aspects of their financial affairs and is particularly interested in helping families transition to new phases of life, guiding them through all the financial hurdles that arise.
Prior to joining the firm, he worked at New England Private Wealth Advisors where he helped create holistic financial plans for high net worth clients. Earlier in his career, Ryan held positions at UBS, Boston Partners Financial Group and Morgan Stanley.
Ryan graduated Magna Cum Laude from Bentley University with a major in Finance and Economics and a minor in History. While at Bentley, he was inducted into the economics honors society Omicron Delta Epsilon. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is currently pursuing his CFA designation.
Ryan lives in Boston’s South End with his fiancée, Christina, and in his free time enjoys golfing, traveling, and spending time with his friends and family.