Ryan Gelrod, CFA

Ryan leads our firm’s efforts in building customized, efficient portfolios that help our clients meet their long-term goals. With over three decades of investment experience, he provides critical insights into capital markets, economic trends, and third-party investment strategies to guide clients through their financial journey. Ryan’s work helps clients understand their past performance, current position, and how future decisions may shape outcomes.

Ryan began his career as a high-yield and leveraged loan analyst and brings deep expertise in fixed income strategy to his role. This background has shaped his diligent, client-focused approach to portfolio construction. His experience managing portfolios and analyzing investment risk enables him to distill complex investment topics into clear, actionable strategies. He is particularly skilled at helping clients maintain focus on the bigger picture, avoiding distractions from short-term market fluctuations or overly detailed data.

Since joining the firm in 2012, Ryan has transitioned into a broader leadership role, overseeing the Portfolio Strategy Team and collaborating with the advisory team to develop asset allocation targets, review performance, and deliver tailored portfolio advice.

Ryan holds a Bachelor of Science in Finance from Lehigh University, where he graduated with highest honors and was recognized as a three-time Patriot League Scholar-Athlete. He is a CFA® Charterholder and a member of both the CFA Institute and the CFA Society of Philadelphia.

Outside of work, Ryan is a competitive amateur golfer and a former college tennis player. He is also involved with MS Changemakers, an organization dedicated to raising awareness and support for individuals living with multiple sclerosis.