Ryan Merritt Email & Phone Number

Passionate and results-driven Institutional Client Relationship Manager with a proven track record overseeing complex asset pools. I specialize in delivering Outsourced Chief Investment Officer (OCIO) solutions, partnering with healthcare, foundation/endowment, and corporate markets. My approach involves utilizing goals-based investing to design holistic portfolios, considering client objectives, risk tolerances, and liquidity needs.I've successfully managed complex institutional client relationships, collaborating with senior executives like CFOs, CEOs, Investment Committees, and Board of Directors. In a fiduciary capacity, I analyze and advise on diverse asset accounts, from balance sheet assets to endowed accounts and donor-advised funds. Notable achievements include guiding Pension Plans through the liability buyout process, developing custom portfolios with ESG and Impact investing themes, and creating borrowing strategies in preparation for significant capital outlays for multiple Universities.My expertise extends to coordinating with over 100 investment professionals, utilizing market specialists, and portfolio managers to educate Investment Committees on public asset classes and alternative investments. My core competencies include Portfolio Construction, Risk Management, Client Retention, and more.My commitment is not just to manage assets but to build lasting success for my clients, ensuring portfolios align with their unique needs, philosophies and aspirations.

Listed skills include Investments, Financial Analysis, Microsoft Excel, Financial Modeling, and 10 others.

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  Michigan State University

  3.55/4