Ryan Siegel
CFP®
Associate Director
- Shareholder
Ryan Siegel is an Associate Director at Pathstone. Ryan serves on the Client Advisory Team for numerous high-net-worth and ultra-high-net-worth clients. He helps provide customized financial solutions to meet clients’ needs, goals, and wealth objectives. Ryan is skilled in portfolio maintenance, asset allocation, investment performance analysis, financial reporting, and plan implementation. In addition, as a member of Pathstone’s FuturePath Committee, he seeks to educate the rising generation and empower them to take an active role in their family legacy.
Ryan began his career as an intern at Pathstone to help build an ESG scoring system and support a variety of back-office departments primarily related to alternative investments. He was hired full-time on the advisory side and is continuing to grow into a client-first advisor committed to delivering the highest quality service.
Ryan earned a Bachelor of Science in Accounting in 2019 from Stevenson University, where he also ran cross country and track & field. He is a CFP® professional.
Outside of work, Ryan enjoys running, biking, reading, and spending time with friends & family outdoors. He previously ran a marathon and qualified for Boston though it was the year they canceled due to COVID. He hopes to one day qualify again (and actually run it!).
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
Group
Certification
Office
Ryan Siegel is an Associate Director at Pathstone. Ryan serves on the Client Advisory Team for numerous high-net-worth and ultra-high-net-worth clients. He helps provide customized financial solutions to meet clients’ needs, goals, and wealth objectives. Ryan is skilled in portfolio maintenance, asset allocation, investment performance analysis, financial reporting, and plan implementation. In addition, as a member of Pathstone’s FuturePath Committee, he seeks to educate the rising generation and empower them to take an active role in their family legacy.
Ryan began his career as an intern at Pathstone to help build an ESG scoring system and support a variety of back-office departments primarily related to alternative investments. He was hired full-time on the advisory side and is continuing to grow into a client-first advisor committed to delivering the highest quality service.
Ryan earned a Bachelor of Science in Accounting in 2019 from Stevenson University, where he also ran cross country and track & field. He is a CFP® professional.
Outside of work, Ryan enjoys running, biking, reading, and spending time with friends & family outdoors. He previously ran a marathon and qualified for Boston though it was the year they canceled due to COVID. He hopes to one day qualify again (and actually run it!).
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
