2 weeks ago
Carlyle Joins GTCR As Strategic Investor in CAPTRUST
CAPTRUST announced a minority growth investment from funds managed by...
Vice President,
Financial Advisor
Ryan joined CAPTRUST in 2023 from Southern Wealth Management, and he serves as a vice president and financial advisor. He works closely with high-net-worth families in developing comprehensive plans that involve investment advisory services, tax compliance, and estate planning.
He holds a Bachelor of Business Administration degree and a
Master of Business Administration degree with a specialization in finance from Sam Houston State University. Ryan lives in San Antonio with his wife, Megan, and two children. Outside of the office, Ryan enjoys spending time with family, playing golf and basketball, and hunting.
2 weeks ago
CAPTRUST announced a minority growth investment from funds managed by...
1 month ago
Fourth Annual Giving...
3 months ago
Bolsters Firm’s Presence in Texas and...
4 months ago
Net unrealized appreciation, or NUA, is a tax strategy that...