About the author

Ryan’s career in finance began in 1994. Early on, he focused on financial analysis and financial statement analysis. Over the past 23 years, Ryan has worked in financial and investment management at Washington University Endowment, Morgan Stanley, and Merrill Lynch, before joining Krilogy in 2019.

Given his extensive investment knowledge and experience, Ryan has become an integral member of the firm’s Investment Committee, which manages Krilogy’s model investment portfolios. In this role, Ryan helps conduct investment research, voting on investment strategies and portfolio positions, monitoring fund performance, and analyzing market conditions.

Most important to Ryan, however, is sharing his insights and perspectives with his team’s clients. Experience tells him that clients who understand what they own and why are best able to minimize emotion and make fact-driven decisions that drive positive, long-term results.

Ryan’s rigorous and ongoing industry training allows him to provide clients with an extra measure of knowledge, in addition to requiring a fiduciary level of care.

Ryan holds:

The CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc.,

• • A B.S. degree in Finance (in Investment and Portfolio Management) from the University of Missouri.
  • An M.S. degree in Finance from the Edward S. Ageno School of Business at Golden Gate University.
  • Ryan is also a member of the Chartered Financial Analyst Institute and the American Finance Association.

Ryan also holds a place in his heart for serving his country. As a former Noncommissioned Officer and Financial Budget Analyst in the United States Marine Corps, he earned the Good Conduct and National Defense medals, as well as the Navy and Marine Corps Achievement Medals for identifying and recouping more than $3 million in currency errors from the United Nations. Ryan and his fellow Marines were proud to help manage all financial requirements to support the 1st Marine Expeditionary Force humanitarian, intelligence, and combat missions to protect people, liberty, and justice around the world.

Ryan and his wife, Heather, have three daughters, Caroline, Charlotte, and Claire. Ryan is a fan of sports strategy (specifically, professional football and mixed martial arts) and enjoys family hikes with their dog, Susan B. Anthony. He supports charities that provide safety to women in danger, clean water to third-world countries, and quality-of-life care for terminally ill children.