Ryan Joelson, CFA, CPA

Ryan Joelson, CFA, CPA

CIO, Principal

As a certified financial advisor, Chief Investment Officer Mr. Joelson's primary responsibilities include oversight and execution of decisions made by the investment committee; ongoing analysis of market trends and the corresponding effect on investment assets; portfolio management, investment due diligence, and trade execution; in-depth financial plans due diligence, implementation; and, general tax analysis. Secondary responsibilities include client relations and service inquiries.  

Mr. Joelson is a Yale University graduate who has obtained his CPA and is a CFA Charterholder.  Ryan is a Senior Executive with over 20 years of asset management experience ranging from financial advisory services, tax consultation, and portfolio management, to most recently, product development with a specialized focus on outcome-driven investment solutions. Ryan brings a technical nuance to the team that is unmatched, seeking the most opportunistic and effective investment strategy. Ryan's expertise has been widely utilized throughout the financial industry over the years and can be found in publically–available investment products offered by household names such as Invesco and Nuveen.  

 

Phone (630) 730-3875
Fax (630) 665-1690