Ryan DeRosier serves as a Client Portfolio Manager, providing comprehensive investment management services to high-net-worth families and institutions. As a Client Portfolio Manager, Ryan works with clients to create an investment plan tailored to each individual’s unique needs. With his deep experience and commitment to service, he develops a client profile, works to construct a long-term strategy, and implements a plan to help his clients meet their goals. 

Prior to joining the firm in 2022, Ryan worked for U.S. Bank Private Wealth Management as a trusted advisor. There, he served as the primary member of the client service team designing, implementing, and monitoring customized investment solutions for his clients.

Ryan earned his bachelor’s degree from the University of Wisconsin – Oshkosh and his Master of Business Administration from the University of Wisconsin – Milwaukee. Ryan holds his NASAA series 65 license.