Vice President and Senior Portfolio Manager
ryan@riverpointcm.comRyan is a Vice President and Senior
Portfolio Manager with RiverPoint and a member of the Private Client and High
Net Worth Group. Ryan also serves on the RCM Investment Team and has a core
competency in the analysis of mutual fund alternatives and strategic asset
allocation. Ryan provides portfolio
management services and financial planning to individuals and families. Ryan has a particular expertise in investment
management and financial planning for retirees and has worked extensively with
retirees from Procter & Gamble. Ryan
has over 12 years of experience in the investment management industry.
Prior to joining RiverPoint, Ryan
was a Senior Investment Specialist at Charles Schwab & Company where he
advised clients, customized their investment portfolios and helped them to
determine an appropriate asset allocation, based upon their financial needs and
goals.
Ryan is a member of the Planned
Giving Committee of the Cincinnati Zoo and is on the Board of Trustees of the
Big Brothers and Big Sisters of Cincinnati. Ryan is a Trustee for Cincinnati Union Bethel and serves on the Finance
& Audit Committee.
Ryan received a Bachelor of Arts
Degree in Business Administration from MidAmerica Nazarene University. While at Schwab, he held the Series 7
(General Securities Full Registration) and 63 (Uniform Securities Agent) licenses.
