Ryan is a Compliance Manager for Public Trust Advisors. In his role, he provides compliance support across various business functions with a key focus on marketing and firmwide compliance. He oversees/reviews marketing materials, runs compliance tests, and continues to build on the development of compliance policies and procedures for the firm.
He previously served as a senior consultant focused on servicing various Registered Investment Advisors (RIAs) with complex compliance needs and was the CCO/Operations Manager for a Denver-based RIA that catered to non-profit organizations and retail clients. In this capacity, he effectively synchronized the organization’s compliance requirements while ensuring efficient business operations.
Ryan has been a mentor through Minds Matter Colorado, an organization that focuses on college preparedness for exceptional students in underserved communities. He received a Bachelor of Finance from Rider University and obtained his CIPM through the CFA Institute.