Ryan Torguson, CFA | Wealth Advisor, Portfolio Manager, Partner

Ryan Torguson: With over 20 years of experience in wealth management and financial planning, Ryan has a long record of working closely with clients building relationships on trust, honesty, and independent and objective advice. Ryan has worked as a Portfolio Manager and Financial Advisor for Morgan Stanley and RBC Wealth Management. In these roles he focused on wealth advisory to private clients, insurance institutions, and non-profits, as well as, investment due diligence, portfolio construction and implementation.

Ryan graduated from High Point University with a Bachelor of Science degree in business administration. He became a CFA charterholder in 2014 and serves as a board member of CFA Society Washington, DC. He holds his Series 7, 66 and Life and Health Insurance License. Ryan, born and raised in Southern Maryland, currently lives in Reston, Virginia, with his wife Kim, son Rory, daughter Parker, and dog Ollie.