Client Advisory

Biography

Ryan is a Senior Principal in the Cincinnati South office. He works with a team of specialists to help provide clarity to executives, high net worth individuals, and business owners through comprehensive, integrated financial services. Ryan has more than 14 years of experience in the Financial Services industry in various roles.

Prior to joining Cerity Partners, Ryan served as a Senior Financial Advisor at ARGI Financial Group. Before ARGI, Ryan spent over a decade at two large brokerage firms; TD Ameritrade and Fidelity Investments. At TD Ameritrade he was an advisor supporting high-net-worth individuals with planning and guidance. While at Fidelity Investments, Ryan worked in trading, client advisement, and eventually led a team of advisors.

Education

  • B.S. in Sport Enterprise from Bowling Green State University
  • Minor in Marketing from Bowling Green State University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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