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Ryan Troy

Ryan Troy

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  • Timeline

  • About me

    Director at UBS

  • Education

    • College of the Holy Cross

      2010 - 2014
      Political Science

      Activities and Societies: Varsity Lacrosse Player, Member of the Student Athletic Advisory Committee

  • Experience

    • Plural Investments, LLC

      Jun 2011 - Aug 2011
      Intern

    • BlackRock

      Jul 2013 - Oct 2015
      Sales Analyst

      Responsible for providing financial advisors with market insight and functioning as a sales liasion between advisors and their respective sales personnel both internal and external.Provide research and analysis on BlackRock open-end, closed-end. and ETF products (iShares), including inquiries on fund performance, distributions, holdings, operations and hypothetical investments compared to other funds. Play instrumental role in coordinated territory coverage.

    • JPMorgan Chase & Co.

      Nov 2015 - May 2020
      Global Conflicts Associate

      Analyze a variety of investment banking products across a broad spectrum of industry sectors (primarily Sponsors, DI, and Healthcare) and transaction types globally.Identify actual and perceived conflicts of interest that have the potential to compromise JP Morgan’s client relationships and reputation.Communicate conflict analyses and conclusions to senior level management to determine optimal business opportunities.

    • UBS

      Jun 2020 - now

      • Director | Epstein Partners | UBS Private Wealth Management

        Aug 2021 - now

      • Director, Wealth Management

        Jun 2020 - Aug 2021

  • Licenses & Certifications

    • Series 66

      FINRA (Financial Industry Regulatory Authority)

    • Series 7

      FINRA (Financial Industry Regulatory Authority)