At Crestwood, Ryan works with financially successful families and individuals to achieve their investment and wealth goals. Years of experience working in wealth and investment management along with the firm’s independent and thoughtful approach allows Ryan to construct portfolios on behalf of his clients, helping them maintain and grow their wealth.
Ryan joined Crestwood in 2015 after spending several years constructing diversified portfolios for private clients at Barclays Wealth and Investment Management and prior to that, J.P. Morgan Private Bank.
Ryan holds the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designation and is a member of the CFA Institute and the Boston Security Analyst Society. He earned his BA in Economics from the College of the Holy Cross and is an avid supporter of the Francis Ouimet Scholarship Fund, which provides needs-based scholarships for young men and women.
Ryan resides in Beverly, MA with his wife and two sons.