For over 22 years in the Financial Services industry, Ryan has worked with investment companies including Standish Mellon Asset Management, G.M.O. and Wellington Management Company. Since moving to Houston in 2009, Ryan has worked as a financial advisor providing individuals and business owners with customized investments solutions to help them grow and preserve their wealth.
Ryan graduated from Virginia Wesleyan University with a B.A. in Economics and completed his M.B.A. in Finance at the Carroll School of Management, Boston College.
Areas of Expertise:
- Wealth management & investment strategies
- Life insurance solutions
- Group benefits
- Individual health plans
- Long-Term care solutions
Certifications & Licenses Held:
- Series 7, Series 66, Group 1 and Health Insurance
Civic Involvement:
- Founder - Boston College Alumni - Houston Chapter
- BNI Midtown Chapter - current member
- Texas Young Professionals (TYP) - former Vice President
- NAIFA Houston - former Board Member
- Supporter of St. Jude & Leukemia Lymphoma Society
Interests:
- Hobbies: Avid Golfer, Basketball, Coaching
- Enjoy spending time with family
- The Club at Falcon Point - current golf Member
- St. John's School – Junior Varsity Basketball - Men's Head Coach