Ryan Rickus

My Roles: Portfolio Trader • Due Diligence • Portfolio Construction

Ryan focuses on complex case design, trading, portfolios and operational support for our advisors. This includes trading all advisory accounts within the Oak & Stone models, overseeing the model due diligence process, and providing advisors with the research needed to talk to their clients about our models in an impactful and informed way.

Ryan partners with Al Glessner as part of the portfolio construction process.