Ryan Perraut, CFA®, AIF® Senior Client Relationship Manager and Private Wealth AdvisorRyan is a Senior Client Relationship Manager and Private Wealth Advisor at Snowden Lane Partners. Ryan oversees all aspects of client service, trading, and operations for the Riverstone Capital Wealth Group’s two Maryland offices. He specializes in advising corporations, business owners and non-profit organizations to manage the fiduciary duties of sponsoring 401(k) and 403(b) retirement plans. He also works with individuals and family clients to provide comprehensive investment and financial planning solutions. Ryan has over 15 years of experience in investment management and business consulting. Prior to Snowden, his experience as an investment analyst and consultant spanned the equity, fixed income, and alternative investment markets. Ryan received his undergraduate degree from Georgetown University and his MBA from Columbia Business School. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Washington DC. He is also an Accredited Investment Fiduciary® designee and holds the Series 7 and Series 66 licenses. Ryan lives in Bethesda, MD with his wife, Nicole, and their three children.
The Hewitt Group
Bethesda, MD Wilmington, DE