Ryan Colkitt, CFP®, CFA

Senior Analyst | Investments

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Biography
Education & Other Highlights
Location(s)

Ryan Colkitt is an institutional retirement plan advisor based in Bellevue, WA.

Ryan joined CAPTRUST in 2023 from Trutina Financial, and he serves as a senior analyst of investments. He works with clients and advisors to help them build and understand investment strategies and portfolios, communicating market and economic updates and evaluating fund selections for retirement plans. He also analyzes and creates strategies for corporate and nonprofit clients to manage liquidity and investment allocation to meet their goals.

Ryan holds a Bachelor of Arts degree in business administration with a focus in finance from the University of Washington. He also holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst® (CFA).

When he’s not at the office, Ryan enjoys spending time with family, skiing, mountain biking, and traveling.

Education

  • Bachelor of Arts degree in business administration with a focus in finance from the University of Washington

Industry Designations

  • CERTIFIED FINANCIAL PLANNERâ„¢
  • Chartered Financial Analyst

Industry Involvement

  • Member, CFA Society Seattle

Resources

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