Business Profile
Ryan Gray / Oppenheimer & Co. Your Experienced Guide in a Complex Financial World by Liz Burnett Photos courtesy of Shannon Lynn Photography www.ShannonLynnPhotography.com
In an increasingly complex world, it’s important to carefully manage your financial needs and resources. If your financial world (assets, investments, insurance needs) is already complex or if you’re hoping to soon need someone to help you successfully enter and journey through a complex financial world, look no further than our local financial expert, Ryan Gray.
Oppenheimer & Co. Financial Advisor Ryan Gray (right) with his Associate Sean McAneney
Ryan grew up in New York City, and always aspired to work on Wall Street. For college, he decided to attend Villanova University because of their top-notch business school and extensive Wall Street network. In 1997, he graduated with a B.S. in Finance. He then returned to New York and worked for 10 years as a trader on large equity trading desks. That was a wild-and-crazy but very eye-opening education in how to invest money. Ryan specialized in Emerging Markets, which required him to travel extensively in Latin America. In 2005, Ryan married his wife Kristin, who’s from Wynnewood. In 2006, they moved from NYC to Newtown Square, and Ryan began working for Merrill Lynch, providing money management and investment advisory services for institutional clients. During that time, he started feeling more drawn to working directly with individuals and families. In 2011, he opted to join Oppenheimer & Co., where he continued working with institutional clients and also began helping families and individuals with their wealth management process and financial goals. Oppenheimer & Co. is a leading global full-service brokerage and investment bank that serves over 1,000 Financial Advisors in 94 branch offices across the United States. Ryan decided to join Oppenheimer because of its “small company feel but with the resources of a larger bank.” He runs his own financial advisory services business while Oppenheimer supports his ability to provide his clients with access to any investment necessary for their risk tolerance and goals without having to use a pre-packaged big firm’s investment platform. Ryan’s business is centered on building financial plans for individuals and families, and then working with them to attain the goals they have identified. He feels that by starting with a plan, they are able to manage risk, avoid unnecessary taxes, and build an investment portfolio that is comfortable for his clients. These plans are living documents, as periodic updates are needed to account for life changes that occur. By having a plan, these events become very manageable and less of a burden on his clients.
20
Newtown Square Friends & Neighbors
January 2020
