Ryan Ortiz serves as an Associate Wealth Advisor at Cresset, where he oversees trading, cash management, portfolio analytics, and investment implementation. In this role, he focuses on delivering tailored financial strategies and managing investments to meet the unique needs of his clients.
Before joining Cresset, Ryan worked as an Investment Associate at JP Morgan Wealth Management. In this position, he was integral to the investment decision-making process, performing in-depth investment analysis, executing trades, and managing portfolios. His role also involved extensive client service, where he provided personalized financial guidance and developed strong relationships with clients.
Previously, Ryan served as a Senior Client Service Associate at First Republic Investment Management. There, he honed his client service skills, supporting high-net-worth individuals and families with their investment needs. He also assisted in performing comprehensive financial analyses and coordinated closely with advisors to ensure clients’ financial objectives were met.
Ryan graduated summa cum laude from California State University, Chico, with a Bachelor of Science degree in Business Administration, concentrating in Finance. He distinguished himself academically by graduating with honors. Currently, Ryan is pursuing the Chartered Financial Analyst (CFA) designation and is a Level III candidate. This pursuit underscores his commitment to enhancing his expertise and contributions to the field of wealth management.