Ryan Cassidy

Portfolio Management Associate

Ryan began his career working for a regional bank in Upstate New York. It was there he received broad exposure to a variety of responsibilities in wealth management and began focusing on investments. Ryan most recently worked as a Portfolio Management Associate at one of the major global banks, directly serving high net worth and ultra-high net worth clients.

In his role as Portfolio Management Associate, Ryan monitors the investment model portfolios and implements changes when applicable based on the advisors' recommendations, conducts portfolio analysis of our clients' holdings, and provides market insight to the team regarding current economic environments.

Ryan graduated from University at Albany with a B.A. in Mathematics, receiving Dean’s List. He has a passion for teaching and enjoys breaking down complex investment strategies into easily understood segments. Ryan is also a CFA candidate and is currently registered to take the level III exam.

On a personal note, Ryan lives in Glens Falls, New York, along with his two Golden Retrievers. He enjoys spending as much time outdoors as possible and can often be found on a hiking trail or at the lake. Ryan is also an active snowmobiler and enjoys traveling throughout the year.

Phone 9082038811