Ryan Lee

About Ryan Lee

I joined CAPTRUST in September of 2016 as a Vice President, Financial Advisor in Dayton, OH. I specialize in providing comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners, as well as provide retirement plan advisory services to corporate fiduciaries. Prior to joining the CAPTRUST, I served as a Wealth Management Advisor for TIAA, and prior to that, Charles Schwab and TD Ameritrade, in a similar capacity. A graduate of the James F. Dicke College of Business Administration at Ohio Northern University, I serve as a CERTIFIED FINANCIAL PLANNER™ as well as an Accredited Asset Management Specialist℠. In my spare time I enjoy being with my wife and three children, spending time with friends, playing golf, and watching my favorite sports team (Browns, Buckeyes, Reds, and Polar Bears). I am very blessed to be part of a world-class organization that boasts a 98% client retention rate. CAPTRUST has the resources to help many different types of clients, yet continues to instill an independent culture that allows us to live our mission statement: To enrich the lives of our clients, colleagues and communities through sound financial advice, integrity and a commitment to service beyond expectation.

Experience

1. Senior Vice President Financial Advisor

   CAPTRUST

   Sep 2016 — Present

Education

• Ohio Northern University

  Bachelor’s Degree, Business Administration and Management

  2003 — 2007