What do you enjoy most about wealth management?
Meeting with clients, helping them achieve their personal goals, and creating peace of mind.
What’s the biggest challenge?
Giving personal, undivided attention to each client and colleague, knowing that time is restricted.
What do you love most about being part of Aspiriant?
The collaborative, client-focused work environment.
Earning my CPA and CFP®.
What quality of yours makes you best suited to what you do?
Trust, integrity, work ethic and good listener. Mindful of the big picture, while not losing sight of the details.
What do you love to do outside of work?
Hike and beach with my family.
What would you be doing if you weren’t working for Aspiriant?
If I were not in the financial services industry, I would work outdoors, doing something in close proximity to the ocean.
What personal accomplishments are you most proud of?
Being a husband, and being a father to my son and daughter.
Education and accreditations
- B.S., Business Administration, Accounting, Bryant University
- M.S., Taxation, Northeastern University
Ryan has over 10 years’ experience enhancing the quality of clients’ lives by creating and implementing personal wealth strategies and managing clients’ investment portfolios to meet their own unique, individual goals. He joined Aspiriant in September of 2014. Prior to joining the Firm, Ryan spent two years as a Manager with Shuwarger & Company LLP and 5 ½ years as a Senior Associate with PricewaterhouseCoopers where he worked with high net worth individual clients on consulting (estate review/modeling and financial planning) and compliance (1040, 1041, 706, 709, 990-PF, and research) matters.
Ryan has a Masters of Taxation from Northeastern University and BA in Business Administration (Accounting) from Bryant University.