Ryan V. Stevens, CFA, CAIA

Ryan is dedicated to demystifying and bringing 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.

A college English major and CFA (Chartered Financial Analyst) charterholder, Ryan’s work is driven by a particular 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.

Prior to joining KBBS in 2011, Ryan was a consultant with a forensic accounting firm, where he prepared business valuations and analyzed claims, workout, liquidation and fraud scenarios. Before that, he managed secondary loan sales at a regional mortgage bank. He began his career 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, with a BA in English Language and Literature.

Ryan and his wife Grace, a fellow Husky English major, live in Seattle with their children, Lillian and Philip. In their free time, they enjoy travel, the outdoors, supporting local teams and attending the Seattle Symphony and Seattle Repertory Theater.