Ryan Woolhiser, CFA, CAIA, CPWA®

Ryan brings to the PFG Advisors Team over 16 years of experience in the industry and a wealth of knowledge having held a variety of roles within the investment and asset management industries.

Ryan spent time early in his career on the client facing side as a personal advisor with JP Morgan. He later transitioned over to the asset management side of the industry serving as a Vice President and Senior Advisor Consultant with Oppenheimer Funds. Prior to joining the team at PFG Advisors, Ryan was a Director and Senior Investment Consultant at City National Rochdale, a boutique private wealth management firm, where he worked to design and manage tailored portfolios across various asset classes and strategies.

As a CFA and a CAIA charter holder, Ryan oversees the development and implementation of personalized investment solutions for individuals, small business owners, executives, and families within the construct of a customized financial plan.

Ryan is currently working towards his MBA at the SMU Cox School of Business and has his bachelor’s degree in economics from the University of Colorado, Boulder. He also holds the Certified Private Wealth Advisors designation (CPWA®).

When Ryan is not working, he enjoys spending time with his wife, Alexandria and his children, Leighton and Barrett.  In addition, Ryan enjoys traveling, working on his golf game, hunting and fishing.