Rbird
My blogs
| Gender | Male |
|---|---|
| Occupation | Investment Advisor / Family Office Executive |
| Location | United States |
| Introduction | Ryan Bird began his investment career in 2001 as a financial advisor with Morgan Stanley. He then moved to Merrill Lynch where he began managing the accounts of high net worth individuals. In 2005, after two years as a Financial Advisor with Banc of America Investment Services, Ryan started Bird Wealth Management. BWM was a full service family office style wealth management practice. His firm focused on delivering comprehensive services and family wealth advocacy. In 2007 Ryan joined Lexington Investment Counsel and served as President and Director of Investments. In addition to focusing on portfolio design and optimization, he was responsible for asset allocation, investment policy and portfolio management. Ryan also held the position of Family Strategic Consultant / Family Office Executive with Lexington Family office Services LLC. He directed investment activity for family office clients including asset allocation, investment policy, and portfolio management. Ryan is currently an Investment Advisor at a Private Investment Office. |