A key member of the team, Ryan emphasizes organization and efficiency as the primary contact for account services and operational needs. An extension of the branch manager, he handles all the team’s marketing and business development strategies. “I like to think that no matter who walks through my door or calls my phone, I can help them get the answers they need,” Ryan says.

He joined the team in 2018 after graduating from the University of Alabama with a B.S. in finance with a specialization in investment management and minor in computer science. He has Series 7 and 66 licenses and is currently working towards obtaining his Certified Financial Planner (CFP®) designation.

Originally from Reading, Massachusetts, he lives in Boston, where he enjoys attending sports events. His other hobbies include exercising, fishing and spending time with family and friends.