As Relationship Manager, Ryan acts as a key liaison between our clients and team, making sure all needs are met in each area of client services. He manages paperwork and ensures new account setup and transfers are completed correctly. Prior to joining the practice, Ryan spent three years at UBS in Nashville as an Analyst where he worked in the Investment Banking division within Inter Client Lifecycle Services supporting the sales and trading teams with the onboarding of both domestic and international client accounts across multiple markets and asset classes. Ryan, a Charlotte native, attended the University of Alabama where he double majored in Finance and Political Science. He lives in Green Hills with his wife, Avery and enjoys playing golf, pickleball, and spending Saturdays in the fall cheering on the Crimson Tide.