Ryan Griffin

Ryan Griffin, CFA, possesses over a decade of experience in financial services, currently serving as Vice President at CAPTRUST since June 2023. Prior to this role, Ryan held the position of Financial/Tax Manager at Southern Wealth Management, LLP from August 2008 to December 2018, where responsibilities included working closely with clients on investment advisory services, tax compliance, and estate planning. Ryan's earlier career features a role as a Credit/Loan Analyst at TexStar National Bank (2006-2007), focusing on loan proposals and credit analysis, as well as an internship at Planto Roe Financial Services in May 2007, collaborating with clients and advisors across various financial areas. Ryan holds an MBA in Finance and a BBA in General Business from Sam Houston State University.