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Justin Ryan

Justin Ryan

FAS

Followers of Justin Ryan1000 followers
location of Justin RyanAtlanta, Georgia, United States

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  • Timeline

  • About me

    Managing Director – Private Wealth Advisor, The Ryan Epperson Group at Rockefeller Capital Management

  • Education

    • Pace Academy

      -

    • Vanderbilt University

      -
      BS

    • Columbia University in the City of New York

      -
      ACPM

  • Experience

    • PwC

      Apr 1998 - Nov 1999
      FAS

    • Donaldson, Lufkin & Jenrette

      Feb 2000 - Mar 2003
      Portfolio Management

    • Smith Barney Brokerage Firm

      Mar 2003 - Jan 2009
      Wealth Management

    • UBS Private Wealth Management

      Jan 2009 - Dec 2018
      Managing Director & Senior Portfolio Manager

    • Rockefeller Capital Management

      Dec 2018 - now
      Managing Director – Private Wealth Advisor, The Ryan Epperson Group at Rockefeller Capital

  • Licenses & Certifications

    • FA Registered States

      AL,AZ,CA,DE,FL,GA,IL,MA,MD,ME,MI,MO,NC,ND,NJ,NY,OH,PA,RI,SC,TX,WI

  • Honors & Awards

    • Awarded to Justin Ryan
      Forbes Top 250 Wealth Advisor Forbes Sep 2018 National ranking of the top wealth managers by Forbes/Shook
    • Awarded to Justin Ryan
      Barron's Top 1200 Financial Advisors (2015, 2016, 2017) Barron's Mar 2017 The list ranks America's best financial advisors, organized by state. The rankings are based on data on over 4,000 of the nation's most productive advisors. The selection committee grades factors based on assets under management, revenue produced, regulatory record, quality of practice and philanthropic work.
    • Awarded to Justin Ryan
      Barron's Top Advisors in Georgia (2015, 2016, 2017) Barron's Mar 2017
    • Awarded to Justin Ryan
      Financial Times Top 400 Financial Times Mar 2016 This is the fourth annual FT 400 list which recognizes top financial advisors at traditional broker-dealer firms from across the U.S. Nearly 1,000 elite financial advisors were considered, having met minimum requirements for Assets Under Management (AUM) and experience. The award is granted to advisors that are graded on criteria such as: AUM; AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records. The “average” advisor in this year’s FT 400… Show more This is the fourth annual FT 400 list which recognizes top financial advisors at traditional broker-dealer firms from across the U.S. Nearly 1,000 elite financial advisors were considered, having met minimum requirements for Assets Under Management (AUM) and experience. The award is granted to advisors that are graded on criteria such as: AUM; AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records. The “average” advisor in this year’s FT 400 has 26 years’ experience and manages $1.6 billion in assets. Show less
    • Awarded to Justin Ryan
      Top 40 Wirehouse Advisor Under 40 WealthManagement.com & Registered Rep Jul 2015
    • Awarded to Justin Ryan
      Top 40 Advisors Under 40 On Wall Street Jan 2015 For the third year in a row selected as one of the top wealth managers under 40.