Director of Engagement
Ryan re-joins MarketCounsel as Director of Engagement, where he is responsible for relationship management and business development, ensuring a cohesive client experience across all channels. Ryan understands the MarketCounsel culture and the exceptional sales and service models our clients and partners expect from us. Previously, Ryan was managing director of a large dually-registered firm, overseeing their advisor acquisition efforts while working with the firm’s owner to build out the offering. Prior to that, he has held positions at United Capital, RBC Advisor Services, MarketCounsel and RIA in a Box. Ryan started his career in financial services as a financial advisor for Morgan Stanley and then Oppenheimer & Co. Ryan is an industry subject matter expert within the wealth management space and has been featured in Investmentnews, Investment Advisor Magazine, Financial Advisor Magazine, RIABiz, and AdvisorHub.