Ryan’s primary responsibility is managing client portfolios. What drew Ryan to Crestwood was “the opportunity to join a firm that took an independent approach to managing assets in the best interests of their clients”.
Prior to joining the firm, Ryan spent the last 5 years constructing diversified portfolios for individuals and families at Barclays Wealth and Investment Management and prior to that, J.P. Morgan Private Bank.
Ryan earned his BA in Economics from the College of the Holy Cross. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analyst Society. Ryan is an avid supporter and contributor to the Francis Ouimet Scholarship Fund, which provides need-based scholarships for young men and women. Ryan resides in Boston and can be reached at firstname.lastname@example.org.