As Managing Director – Trading & Investments with NewEdge Advisors, Ryan is responsible for overseeing all aspects of the firm’s trading and investment divisions. Ryan has spent 15 years working with independent financial advisors in a variety of roles. He began his career in compliance with SII Investments based out of Appleton, WI, and held positions across recruiting, transitions, and consulting. He later spent a decade as an RIA consultant and wholesaler with National Planning Holdings (Jackon’s BD network) helping advisors transition their businesses to a fiduciary model.
Ryan received his bachelor’s in economics and business in 2007 and his Executive MBA from St. Norbert College in 2021. Ryan is currently enrolled in the Certified Investment Management Analyst (CIMA) program through the University of Chicago Booth School of Business. He resides in Green Bay, WI, with his wife, Abbey, a D1 collegiate volleyball coach, and their corgi, Lalabear. Ryan enjoys the pursuit of lifelong learning, golfing, cooking, pontoon cruising, and supporting both his wife’s volleyball team and the hometown Green Bay Packers.