Ryan Ortiz serves as an Associate, Wealth Advisor at Cresset. In this role, he is responsible for trading, cash management, portfolio analytics and investment implementation.
Prior to joining Cresset, Ryan was an intern for State Street Bank, where he collaborated directly with senior management to execute client requests, operational tasks, and compliance reporting.
Ryan graduated, summa cum laude, with honors from California State University, Chico with a Bachelor of Science degree in business administration, with an emphasis in finance. He is currently a CFA Level II candidate.