Salt Lake City, Utah Office
-
As CEO of EP Wealth, Ryan is energized by the opportunity to create conditions for others’ success, which he considers the greatest contribution any leader can make.
-
Ryan joined EP Wealth Advisors in 2021 and has been passionate about helping people achieve their goals for over twenty-five years. Previously, Ryan was President and CEO of Wealth Management at Citizens Bank, CEO of Edelman Financial Services, and a Managing Director at LPL Financial. Before turning his focus to wealth management, he began his career on the asset management side at Putnam Investment, Franklin Templeton Investments, and Russell Investments. Ryan has been active in other parts of the industry as well, previously serving as Vice Chairman for Lefteris Acquisition Corp. and as an advisor to various private equity, venture capital, and management consulting firms.
-
Ryan earned a B.A. from the University of Michigan, and a Certificate in Finance and Accounting from Stanford Graduate School of Business
-
Ryan lives with his wife and three children in Cottonwood Heights, Utah.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
One in ten U.S. workers is...
There is no magic formula to determine...
Personal healthcare costs are expected...
Generational wealth describes the...