Ryan is dedicated to bringing clarity and cohesion to clients’ financial lives. He serves as lead financial planner on client engagements and is an architect of client reporting. Ryan’s portfolio management work for clients, as part of the firm’s investment committee, includes model composition and analysis, research and manager due diligence, and supervision of model application and execution.

An English major, MBA and CFA  and CAIA charterholder, Ryan’s work is driven by an interest in the interplay of seemingly independent perspectives–e.g., fundamental and behavioral, financial capital and human capital, shareholder and stakeholder–and their intersection with wealth accumulation, risk management and investment themes such as ESG and alternative investing.

Prior to joining KBBS in 2011, Ryan was a consultant with a forensic accounting firm, where he prepared business valuations and analyzed claims, liquidation and fraud scenarios. He also worked in secondary loan sales at a regional mortgage bank. Before finding his financial career path, he started out in non-profit adolescent behavioral health.

Ryan earned an MBA in Global Finance from Thunderbird School of Global Management. He’s also a graduate of the University of Washington, magna cum laude with college honors.

Ryan and his wife Grace, a fellow Husky English major, live in University Place with their two children. In their free time, they enjoy travel, being outdoors, supporting local teams and attending the Seattle Symphony.