What do you enjoy most about wealth management?
Helping bring peace of mind, clarity and context to our clients.
What’s the biggest challenge?
For me, the biggest challenge is sifting through all the noise in our industry. You must have a keen eye to what holds water and what doesn’t.
What do you love most about being part of Aspiriant?
The entrepreneurial spirit and camaraderie of our people. And of course, building relationships with our clients!
What professional accomplishments are you most proud of?
Planting our flag in Austin, Texas, was a big commitment for me. I’m proud of the success our family office group has had and the small role I’ve played in helping shape that success.
What quality of yours makes you best suited to what you do?
A balanced mix of both left- and right-brained qualities.
What do you love to do outside of work?
I enjoy spending time with family and friends, cooking, cross-country road trips and backpacking the great outdoors.
What would you be doing if you weren’t working for Aspiriant?
I would be playing third base for the San Francisco Giants.
What was the most influential book you’ve read and why?
I was enamored by reading “Into Thin Air” by Jon Krakauer. It makes you realize not only that one’s personal ambitions are truly limitless, but that it’s prudent to exercise caution when dealing with risk.
What personal accomplishment are you most proud of?
Summitting snow-covered Mt. Shasta in California was the most physically and mentally challenging endeavor I have achieved.
Education and accreditations
- B.A. in Economics from the University of California, Santa Cruz
- Series 65 license, North American Securities Administration Association
- Passed Level I and II for the CFA® credential and am a candidate for Level III
Ryan joined Aspiriant in 2012 and became a Partner in 2019. He is currently a Manager within the Investment Advisory group at Aspiriant and brings over 11 years of experience advising private clients on investment strategy. He serves approximately 30 clients from California to Texas in Aspiriant’s Exclusive Family Office group.
Ryan started his career in San Francisco as a registered representative of AXA Advisors where he advised individuals and families on asset allocation, manager selection and investment strategy. In 2009, Ryan joined Wells Fargo Advisors in Silicon Valley and partnered with two senior vice presidents in managing discretionary client assets across equities, fixed income and real estate. Two years later, Ryan joined First Allied Securities, an independent broker-dealer and RIA, where he partnered with an independent advisor in building out the firm’s investment advisory practice.
Ryan earned his B.A. in Economics from the University of California at Santa Cruz and is a CFA® Level III candidate.