Ryan has devoted his entire 20 year career advising affluent families and institutions on investments and wealth management solutions. After working at Robertson Stephens, the Private Bank and Investing Group at Merrill Lynch, RBC Capital Markets, and Strategies Capital Management, Ryan moved to PRISM Financial Strategies in 2020. With a focus on PRISM’s multi-family office platform, he works to maximize each families’ balance sheet beyond their investment portfolios. His expertise includes wealth transfer, asset allocation and concentrated stock management, including 10b5-1 selling plans, hedging, and diversification strategies. Ryan graduated from the University of San Diego and lives