Ryan joined the Summit Naples team in 2021 and serves as a Portfolio Manager. Ryan began his career in the healthcare industry in 2010, where he worked for Lee Health and played a key role in transitioning to an electronic medical records system.
In 2017, Ryan transitioned to the finance industry to pursue his passion for investing. He began his finance career at Naples Global Advisors, where he conducted investment research and analysis while working with a team to serve high-net-worth clients. Ryan is passionate about evidence-based investing and using data to evaluate important financial decisions.
Ryan is a graduate of Florida Gulf Coast University and has bachelor’s degrees in finance and health science. Ryan holds the Chartered Financial Analyst® (CFA) designation. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Ryan has also attained the FINRA series 65 securities license.
Ryan was born and raised in Southwest Florida. Outside of work, he enjoys working out, reading, and watching sports.