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Ryan Nelson, CFA ®

Co-Founder & Portfolio Manager

Ryan Nelson, CFA ®

Ryan has over 25 years of experience in the investment industry with extensive knowledge concerning fixed income markets. For the last 18 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process. His dedication to delivering unmatched service is evident by the many long-standing client relationships he maintains.

He is a sought-after speaker on financial topics and frequently presents to industry groups across the midwestern U.S.

Prior experience

+ Baird Public Investment Advisors, Director and Portfolio Manager

+ Seasongood Asset Management, LLC, Chief Investment Officer

+ Fort Washington Investment Advisors, Inc., Fixed Income Portfolio Manager

Speaking Engagements

Ryan speaks regularly at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). Ryan’s speaking topics include:

+ Economic outlook

+ Interest Rates

+ Ohio Revised Code (ORC) Chapter 135 Allowable Investments

+ The Federal Reserve

Education

+ Master of Business Administration, Xavier University

+ Bachelor of Science in Accounting, University of Kentucky

Certifications

+ Chartered Financial Analyst (CFA©)

+ Series 7, 24, 65 (inactive)

Organizational & Community Involvement - Present

+ Ohio Government Finance Officers Association, Board of Trustees member

+ Ohio Association of School Business Officials, Foundation Board member

+ Xavier University Mentorship Program, Mentor

Organizational & Community Involvement - Past

+ CFA Society of Cincinnati, Past President and Trustee

+ Junior Achievement of Greater Cincinnati, Former Board member

+ Mt. Lookout Community Council, Former Treasurer

Personal

A native of Ashland, Kentucky, Ryan has raised his family in Cincinnati. He’s an avid athlete who enjoys CrossFit and training for marathons.