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 clients.
Before joining Cresset, Ryan worked as an Investment Associate at JP Morgan Wealth Management and served as a Senior Client Service Associate at First Republic Private Wealth Management, where he began his wealth management career in 2018.
Ryan graduated summa cum laude and with honors from California State University, Chico, with a Bachelor of Science degree in Business Administration, concentrating in Finance. He also holds the Chartered Financial Analyst® designation.