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Relationship Manager
Ryan is a relationship manager in CIBC Private Wealth’s Boston office, with over 10 years of industry experience. In this role, he collaborates with CIBC’s team of experts to implement the full breadth of services and solutions based on the specific needs of each client. In addition, Ryan specializes in counseling companies, non-profits, and executives on critical topics including investment advisory oversight, expense analysis and fiduciary governance as it relates to their retirement programs. Prior to joining CIBC, Ryan served in senior roles at SVB Private, Boston Private Wealth, and Sentinel Benefits & Financial Group, where he acquired extensive knowledge to develop powerful and lasting relationships with businesses, families, and individuals. Outside of the office, much of his free time is spent with his family and friends. He and his wife, Pamela, reside in Weston with their three young children. Ryan has a passion for supporting non-profit organizations and serves as member of the Board of Trustees for the Phoenix Charter Academy Network. Ryan earned a Bachelor of Arts degree in American History and human development from Connecticut College. He also holds an Accredited Investment Fiduciary designation and a Certified Plan Fiduciary Advisor credential.
