Ryan joined the Compardo, Wienstroer & Janes team as a Client Service Manager in 2020. In his role, Ryan’s primary focus is to help clients with complex investment and estate planning decisions. He enjoys the opportunity to work with Family Office and Family CFO clients, as well as current and former athletes.
Before joining Moneta, Ryan earned his Bachelor of Arts in Political Science from Yale University where he was a member of the Men’s Soccer team. As a former college athlete, Ryan understands the importance of teamwork and values the dedication required to achieving a common goal.
Ryan enjoys spending time with his family and friends, perfecting his golf game, and training future generations of soccer players.
Ryan has earned his CFP® designation through the College of Financial Planning.
EDUCATION
- B.A., Political Science, Yale University
PROFESSIONAL DEVELOPMENT
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
