Ryan joined the Summit Naples team in 2021 and serves as a Portfolio Manager. He began his career in healthcare before transitioning to finance in 2017 to pursue his interest in investing.
Before joining Summit, Ryan worked in investment research and analysis, evaluating investments and conducting research for client portfolios. His work focuses on using research and data to inform investment and financial decisions.
Ryan earned Bachelor of Science degrees in Finance and Health Science from Florida Gulf Coast University and a Master of Science in Financial Analytics from the University of South Florida. He also holds the Chartered Financial Analyst® (CFA) designation.
