- BA in Sociology, University of Colorado, Boulder
Ryan is a part of the client service team in Silicon Valley, where he manages operational transactions and activities for our private and institutional clients. He provides support to Portfolio Managers, Principals and clients, and interfaces with custodians for ongoing account maintenance.
Prior to joining B|O|S, Ryan worked at a sole proprietorship Registered Investment Advisor (RIA) in Los Altos, where he directly assisted the firm’s Principal and interacted with clients and custodians.
Ryan lives in Redwood City.