Ryan Bergan
Private Wealth Advisor Partner, U.S Bank Private Wealth Management
- Role
- Private Wealth Advisor Partner at U.S. Bank
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Ryan Bergan
As a ultra-high-net-worth Portfolio Manager and Wealth Advisor Strategist, I counsel ultra-high-net-worth clients, including business owners, executives, and wealthy individuals. I help clients to understand, develop, manage, and implement strategies designed to achieve their long-term financial objectives which integrate investment, trust and estate, tax and charitable planning considerations. I have met my clients’ financial needs while working within collaborative team environments.
Experience
Private Wealth Advisor Partner
Jan 2026 — Present · Minneapolis, MN, US
Education
University of St. Thomas - Graduate School of Business
MBA
2006
University of St. Thomas
BA
2000
Skills
- Capital Markets
- Series 7
- Investments
- Valuation
- Business Strategy
- Mutual Funds
- Equity Research
- Due Diligence
- Hedge Funds
- Private Equity
- Financial Analysis
- Equities
- Bloomberg
- Corporate Finance
- Portfolio Management
- Finance
- Equity Valuation
- Financial Modeling
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