Ryan is Director of Operations for BT Wealth Management. He is responsible for leading the firm’s client service, compliance, financial systems, and operations. Ryan has over 15 years’ experience in financial services, developing and optimizing the operations of high-touch wealth management firms, building strong industry and client relationships and managing sophisticated client service needs.
Prior to joining BT Wealth Management, Ryan was Director of Operations for Lindner Capital Advisors, a registered investment advisor firm in Atlanta, specializing in turnkey asset management. Ryan began his career with Coyle Financial Counsel, a registered investment advisor firm located in the Chicago area, working his way from client service representative to Head of Operations.
Ryan holds a Bachelor of Business Administration in Finance from Georgia State University. He is married and has two daughters. He loves spending as much time as he can with his family, golfing occasionally, and always cheering on the Chicago Cubs and Notre Dame football.