Experience

Ryan Shugrue is responsible for leading a team tasked with building a high conviction offering of investment products to be used by the Firm’s client base. This includes the curation of recommended menus of mutual funds, Exchange-Traded Funds (ETFs), separately managed accounts, and alternative investments designed to help clients achieve their long-term investment goals.

Ryan is a Chartered Financial Analyst Charter holder, a member of the CFA Society of Philadelphia, and holds FINRA Series 7 and 66 licenses. He graduated with a Bachelor’s degree in International Studies from the University of Richmond.

Designations

  • CFA®

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