Ryan is a Managing Director, Wealth Advisor at Cresset. He works with clients to help guide them through financial markets with confidence. Ryan knows it is important for clients to enjoy their wealth, and that only comes from a sound belief in their investment approach. At Cresset, Ryan provides customized advice to clients on all aspects of their wealth with a focus on asset allocation and investment manager selection.
Previously, Ryan worked for Berman Capital Advisors, and prior to that was with Merrill Lynch’s Private Banking and Investment Group. At Merrill, he was focused on building and maintaining relationships with ultra-high-net-worth families. His responsibilities included economic research, customized portfolio construction, and fundamental investment analysis.
Ryan graduated from Auburn University with a Bachelor of Science in Business Administration. He holds the Chartered Financial Analyst (CFA®) designation and is a member of the Atlanta Society of Finance and Investment Professionals.
Ryan and his wife, Mary Beth, live in Atlanta with their three boys. Ryan enjoys spending time with family and friends, watching and playing sports as well as being a voracious reader. He is an active member of Kairos Church, previously leading its Finance Committee.