Ryan joined Bailard in 2024. As an Investment Counselor and member of the firm’s financial planning team, he is responsible for managing and developing client relationships, financial planning, and implementing investment strategies. Ryan brings ten years of financial planning experience to Bailard. Most recently, he served as an advisor at a San Francisco-based registered investment advisor firm, where he provided comprehensive financial planning and investment management to the firm’s clients.

Driven by a passion for understanding the intricate workings of financial markets and their broader implications, Ryan thrives in the financial industry as it offers the dual opportunity of continual learning and meaningful impact. His passion for ongoing professional development led him to earn his CFP® certification in 2018 and Certified Private Wealth Advisor® certification in 2022.

Ryan holds a Bachelor’s of Business Administration in Finance from the University of San Diego. Originally from Los Gatos, CA, he now resides in San Francisco, where he actively participates in the Financial Planning Association. Outside of work, Ryan enjoys traveling, spending time with friends, and staying active with his golden retriever puppy.