Patrick Ryan
Portfolio Manager @Bank Of America Private Bank
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WORK HISTORY
Portfolio Manager @Bank Of America Private Bank
Melville, NY, US
Engage with clients to determine their unique objectives and constraints as well as their ability to tolerate risk. Leverage insights from wealth planning team to develop holistic, tax efficient solution. Incorporate recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks and enhance long-term returns.Provide deep expertise on portfolio construction, asset allocation, and product/manager selection across asset classes and vehicle structures, including traditional, alternative, and derivative solutions.Oversee completion of investment policy statement and meet with clients to review performance and forecast market changes based on economic and industry analysis.
EDUCATION
Columbia Engineering
Bachelor of Science (BS), Industrial Engineering
ABOUT PATRICK RYAN
I work closely with an accomplished clientele, gaining a clear understanding of multiple…
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