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

Ryan Torguson brings more than 20 years of experience in wealth management and financial planning, built on a foundation of trust, honesty, and independent, objective advice. He has spent his career working closely with clients to understand their goals and help them pursue lasting financial outcomes.

Before joining the practice, Ryan served as a Portfolio Manager and Financial Advisor at Morgan Stanley and RBC Wealth Management, where he advised private clients, insurance institutions, and non-profits. His work spanned investment due diligence, portfolio construction, and implementation.

Ryan earned a Bachelor of Science in Business Administration from High Point University. He went on to become a CFA charter holder in 2014 and previously served as a board member of CFA Society Washington, DC. He holds the Series 7 and Series 66 registrations along with a Life and Health Insurance License.

Born and raised in Southern Maryland, Ryan now lives in Reston, Virginia, with his family and their dog, Ollie.