Ryan Guthrie

Ryan Guthrie, CAIA has over twenty years of experience in the financial services industry, with a focus on business development and sales. Their work experience includes roles at Bramshill Investments, PineBridge Investments, Stralem & Company Incorporated, Tocqueville Asset Management, Abbey Capital Limited, MassMutual Financial Group, AXA Equitable, and UBS Wealth Management. Throughout their career, Ryan has successfully developed strategies and engaged with global financial institutions, professional buyers, and financial advisors to drive new business revenue for asset managers. Ryan has a proven track record of increasing production and securing placements in discretionary model mandates.

Ryan Guthrie, CAIA holds a B.S. in Finance from Manhattan College. In May 2020, they obtained the CAIA Charterholder certification from the CAIA Association. Additionally, they hold FINRA Series 6, 7, and 63 Licenses.