Ryan manages investment portfolios for individuals and families as part of Palisade’s Investment team. He appreciates the value of learning the background and specific goals of clients in order to build them customized portfolios.
Prior to joining Palisade, Ryan was the Director of Investments and Planning for a wealth management firm serving multi-generational families where he oversaw investments, built financial plans, and managed client relationships.
Ryan holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Minnesota. He is also a CERTIFIED FINANCIAL PLANNER™ professional and holds the Retirement Income Certified Professional (RICP®) designation.
Ryan earned a BBA in Financial Markets Finance and Economics from the University of Minnesota Duluth.
