An introduction to OUR TEAM

Ryan Dilworth, CFA®, CAIA®
Executive Director, Investments

Ryan has over a decade of experience in the investment management industry. He is responsible for portfolio management, trade execution, research, due diligence and risk management.

Most recently, Ryan was an Associate Director at UBS Financial Services Inc. Prior to UBS, Ryan held positions in FX & Derivatives Trading at Forex Capital Markets, LLC and as a Portfolio Associate at Morgan Stanley & Co. He is a Chartered Financial Analyst (CFA) and is a member of the CFA Society of Dallas-Fort Worth. Ryan has also earned the Chartered Alternative Investment Analyst (CAIA) designation. He holds the Series 3, 31, and 66 securities licenses.

He lives in Dallas with his wife Jennifer and children Ainsley and Knox.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association©.

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