Ryan is the Head of Business Development for CriticalPoint and is responsible for overseeing all aspects of the firm’s strategic growth initiatives. Having assisted numerous clients through successful exits of their businesses, Ryan brings a unique understanding of the needs of business owners and their families – including wealth transfer and intergenerational dynamics.
Prior to joining CriticalPoint, Ryan spent over a decade in the Private Banking and Investment Group at Merrill Lynch, where he and his team managed over $16 billion for ultra-high net worth families and institutions.
Ryan is a graduate of Amherst College where he double majored in Political Science and Sociology. He holds the Chartered Financial Analyst Designation and is a member of the CFA Society of Los Angeles. He is a Registered Representative of CriticalPoint Partners, LLC and holds the FINRA Series 7, 24 & 66 licenses.
