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Patrick Ryan, Cfa, Caia Email & Phone Number
Portfolio Manager
at
Bank of America Private Bank
1 work email found
@lazard.com
1 phone found area 202
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Rockville Centre, New York, United States
Who is Patrick Ryan, Cfa, Caia? Overview
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Quick answer
Patrick Ryan, Cfa, Caia is listed as Portfolio Manager at Bank of America Private Bank, based in Rockville Centre, New York, United States. AeroLeads shows a work email signal at lazard.com, phone signal with area code 202, and a matched LinkedIn profile for Patrick Ryan, Cfa, Caia.
Patrick Ryan, Cfa, Caia previously worked as Director - Client Portfolio Manager at Citi and Managing Director - Equity Portfolio Manager at Lazard Asset Management. Patrick Ryan, Cfa, Caia holds Bachelor Of Science (Bs), Industrial Engineering from Columbia University - Fu Foundation School Of Engineering And Applied Science.
Company email context
Email format at Bank of America Private Bank
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*@lazard.com
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Profile bio
About Patrick Ryan, Cfa, Caia
With over 25 years of experience in portfolio management, capital markets, and investment relationship management, I drive asset growth by delivering innovative investment solutions and building enduring client relationships. I bring a deep understanding of global equities, thematic investing and portfolio construction coupled with the ability to explain complex investment concepts to a wide range of audiences.Throughout my career, I’ve worked closely with ultra-high-net-worth (UHNW) and institutional investors to develop innovative solutions that align with their unique goals and circumstances. I excel at synthesizing market insights, evaluating recommendations from internal and external sources, and anticipating market trends to help clients navigate economic shifts and mitigate risks. I am a compelling presenter to both large and small audiences and have leveraged my strong written communication skills to develop effective marketing collateral. At Citi Investment Management I partnered with family offices and UHNW clients, delivering insights on portfolio positioning, macroeconomic trends, and capital market opportunities while driving client engagement and retention. During my long tenure at Lazard Asset Management, I managed variety of equity and balanced portfolios and launched the Lazard Global Equity Income strategy, which grew to over $1.5 billion in assets under management sourced from clients around the world. I also developed and managed customized thematic solutions focused on energy sustainability and emerging US growth companies which raised over $600 million combined.I hold the Chartered Financial Analyst (CFA) designation, the Fundamentals of Sustainability Accounting (FSA) credential, and FINRA Series 7, 63, and 65 licenses. I recently attained the Chartered Alternative Investment Analyst (CAIA) designation to deepen my expertise in alternative investments.
Listed skills include Portfolio Management, Equities, Asset Management, Equity Research, and 45 others.
Current workplace
Patrick Ryan, Cfa, Caia's current company
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4 roles
Patrick Ryan, Cfa, Caia work experience
A career timeline built from the work history available for this profile.
Director - Client Portfolio Manager
Client Portfolio Manager at Citi Investment Management within Citi Private Bank focused on various internally managed equity strategies including thematic growth, dividend-focused, tax-aware and ESG/Sustainability. Articulate investment philosophy, process and current portfolio positioning to UHNW clients and family offices >$25 million as well as internal.
Nov 2021 - Mar 2024
Managing Director - Equity Portfolio Manager
- Portfolio Manager with extensive client engagement responsibilities on various global and US equity strategies.Lead Portfolio Manager, Lazard Global Equity Income (2005 – 2020)
- Launched and managed strategy and grew assets to $1.5 billion sourced from retail and institutional clients globally.
- Fundamental, bottom-up value equity strategy (AC World index) seeking combination of capital growth and current income - performance above peer universe median 1, 3 and 5 years ended 12/20.
- Responsible for all client interaction; new business and investment review presentations, development of marketing material.Portfolio Manager Lazard Global Equity Select (2003 – 2020)
- Client-focused Portfolio Manager on a quality-biased core equity strategy that outperformed its index 8 of 9 years ended 12/20 with volatility below index and peer group.
- Assets grew from $2.8 billion (12/16) to $4.6 billion (12/20) Portfolio Manager, Lazard Global Balanced (2010 – 2020)
Feb 1994 - Dec 2020
Quantitative Analyst
Hutson Mgmt
Performed back-testing to refine earnings momentum investment process by incorporating estimate revisions. Hutson was an institutional equity management firm with over $400 million in AUM.
Aug 1989 - Feb 1994
1 education record
Patrick Ryan, Cfa, Caia education
FAQ
Frequently asked questions about Patrick Ryan, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does Patrick Ryan, Cfa, Caia work for?
Patrick Ryan, Cfa, Caia works for Bank of America Private Bank.
What is Patrick Ryan, Cfa, Caia's role at Bank of America Private Bank?
Patrick Ryan, Cfa, Caia is listed as Portfolio Manager at Bank of America Private Bank.
What is Patrick Ryan, Cfa, Caia's email address?
AeroLeads has found 1 work email signal at @lazard.com for Patrick Ryan, Cfa, Caia at Bank of America Private Bank.
What is Patrick Ryan, Cfa, Caia's phone number?
AeroLeads has found 1 phone signal(s) with area code 202 for Patrick Ryan, Cfa, Caia at Bank of America Private Bank.
Where is Patrick Ryan, Cfa, Caia based?
Patrick Ryan, Cfa, Caia is based in Rockville Centre, New York, United States while working with Bank of America Private Bank.
What companies has Patrick Ryan, Cfa, Caia worked for?
Patrick Ryan, Cfa, Caia has worked for Bank Of America Private Bank, Citi, Lazard Asset Management, and Hutson Mgmt.
How can I contact Patrick Ryan, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Patrick Ryan, Cfa, Caia at Bank of America Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Patrick Ryan, Cfa, Caia attend?
Patrick Ryan, Cfa, Caia holds Bachelor Of Science (Bs), Industrial Engineering from Columbia University - Fu Foundation School Of Engineering And Applied Science.
What skills is Patrick Ryan, Cfa, Caia known for?
Patrick Ryan, Cfa, Caia is listed with skills including Portfolio Management, Equities, Asset Management, Equity Research, Valuation, Equity Portfolio Management, Equity Portfolio Specialist, and Financial Analysis.
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