As a certified financial adviser, Mr. Joelson's primary responsibilities include direct oversight and execution of decisions made by the investment committee; ongoing analysis of market trends and the corresponding effect on investable assets; portfolio management, investment due diligence, and trade execution; in-depth financial plan due diligence and implementation; and, general tax analysis. Secondary responsibilities include client relations and service inquiries; participation within the investment committee; and content generation.
Mr. Joelson is a Yale University graduate who has obtained his CPA and is a CFA Charterholder. Ryan is a Senior Executive with 19 years of asset management experience ranging from financial advisory services, tax consultation, and portfolio management, to most recently, product development with a specialized focus on outcome-driven solutions. Ryan brings a technical nuance to the team that is unmatched, seeking the most opportunistic and effective investment strategy. Ryan's expertise has been widely utilized throughout the industry over the years and can be found in publically–available investment products offered by household names such as Invesco and Nuveen.