As Principal, Ryan advises multi-generational families, specializing with private equity professionals, corporate executives, and entrepreneurs of both early and late-stage companies. Ryan works with clients to understand their overall financial landscape, provide tailored advice, and offer clarity and confidence in their investment decisions. With extensive experience in wealth strategy, he helps design customized solutions to assist individuals and families navigate the complexities of multi-generational wealth, estate planning, investment strategy, risk management, philanthropy, and tax planning.
Ryan has been at NewEdge since the firm’s founding and began his career at UBS Wealth Management, where he worked with ultra high net worth clientele. He graduated from Trinity College in 2016 with a B.A. in Political Science, where he also played lacrosse. Outside of work, he enjoys skiing, golf, and endurance sports. Ryan also has a passion for mountaineering and has successfully summited several domestic and international peaks, including three of the seven summits: Kilimanjaro, Aconcagua, and Elbrus. He also climbed Denali but was forced to evacuate his summit attempt at 17,200 ft due to severe weather conditions.
He currently resides in New York City and is a Chartered Retirement Planning Counselor (CRPC®), an Accredited Wealth Management Advisor (AWMA®), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and holds Series 7 and 66 licenses. Ryan also holds a NY Life, Accident & Health insurance license.
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