Ryan Cholnoky

Ryan’s primary responsibility is supporting the team’s financial planning efforts, including investment planning, exit planning strategies, cash flow analytics, philanthropy, insurance, and estate and retirement planning strategies. In addition, Ryan covers the lending practice by assisting clients with security backed loans, mortgages, and private equity loan facilities. He began his career at UBS Wealth Management prior to joining NewEdge.

Ryan graduated from Trinity College in 2016 with a B.A. in Political Science where he also played lacrosse. Outside of work he enjoys skiing, golf, and endurance sports. Ryan also has a passion for mountaineering and has successfully summitted several domestic and international peaks, including Mt. Rainier, Mt. Kilimanjaro, Mt. Aconcagua, and Mt. Elbrus.