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Ryan Warren, CFA, CFP

Consultant

Ryan is a Consultant with NEPC and has over 10 years’ experience in the investment industry. In his role at NEPC, Ryan advises family offices and ultra high net worth individuals. His expertise in after-tax asset allocation and goals based modeling, portfolio construction and implementation and overall traditional and alternative manager reviews allows him to help navigate taxable families through the investment advisory process. Ryan also has a strong background in performance reporting, monitoring and construction.

Prior to joining NEPC, Ryan spent 10 years at CTC | myCFO working his way up from Analyst to Investment Advisor, focusing on Private Wealth clients.  At CTC | myCFO, Ryan played a critical role in the asset allocation process and its use in client portfolios and pioneered the creation of numerous custom reporting deliverables.

Ryan earned his B.S. in Business Administration from The University of Oregon.  Ryan is a CFA charter holder and a CFP professional. Ryan likes to take advantage of all that Oregon has to offer. Outside of work, you can find him at Crossfit, wakeboarding, and playing lacrosse. Additionally, Ryan and his wife enjoy traveling, stand-up paddle boarding and spending time with their son and two dogs. 

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