I am the Founder and CIO of Revolution Group, LLC specializing in portfolio engineering of modern investment portfolios and complex financial planning. I work with family offices, business owners/CEO founders, endowments, and fortune 1000 executives. Revolution Capital, LLC is a Registered Investment Advisor owned by Revolution Group, LLC and operates full time as a REAL FIDUCIARY putting clients interest first. Specialties: Private investments, Family Office Design/Governance, Family Enterprise and Business Value & Exit, Legacy Planning, Exclusive Private Investments, Advanced Portfolio Construction Optimization and Risk Management, Advanced Estate Strategies, Financial Engineering, Investment Issues, Retirement Planning and Income, Business Issues, Life Planning Issues, Charitable Gifting Issues, Family Support Issues, Insurance Issues, Pension/Endowment Management and Tax Issues.I hold a Bachelor of Science in Business Administration(BSBA), with emphasis in Management and Finance, from the University of Nebraska-Lincoln. I earned a Masters in Finance (MScF) Asset Management and Financial Engineering at Yale School of Management. I received an advanced graduate certificate in risk management from EDHEC Business School in London as part of the school’s invited fellowship program. EDHEC is the foremost business school in the world dedicated to investment engineering, risk and research and is frequently rated the number one Finance school in the world by reputable sources. I earned the Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute. I earned the the fundamentals of alternatives from the Chartered Alternative Investment Association(CAIA). I earned the Registered Financial Consultant (RFC) designation from the International Association of Registered Financial Consultants (IARFC) through coursework prepared by the American College. I attended Metropolitan State University in Denver where I earned a financial planning certificate and passed the Certified Financial Planner (CFP) preparation courses prepared by the American College of Pennsylvania. I have served on advisory boards of private equity firms with over $46 billion of transacted investment volume.
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President And CioRevolution Capital, LlcOmaha, Ne, Us
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President/CioRevolution Capital, Llc May 2019 - PresentOmaha, Nebraska
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Founder/ ChairmanRevolution Group, Llc/ Fleischer Wealth Plan, Inc. Feb 2006 - PresentOmaha, NeAt Revolution Group we take a broad and deep view of our clients and their families while providing customized portfolios specific to their needs and interests. We don't fit clients into a specific investment model, rather we create the model around the client. Our sophisticated and distinctive process of portfolio creation & management allows our clients to participate in gains with mitigated downside risk. The financial world is constantly changing and creating new challenges; Revolution Group believes that our client's investment portfolios should adapt to these new realities. Staying the course means falling behind. As a predominantly cost-based wealth management firm, we have aligned our interest with our clients' objectives. We will work with your current trusted estate planning counsel and tax advisors, or we will recommend a highly competent professional partners in the area of need for the creation of various planning strategies. Revolution Group specializes in providing advice and investment strategies to institutions, business owners, physicians, executives, and their families. • no proprietary investments • no banking relationships to promote• no business conflicts to get in the way of providing unbiased recommendations.Revolution Group puts clients first. We have implemented the rigorous standards and earned the qualification of becoming a Board Certified advisory practice by NABCAP--an independent non-profit agency. We invite you to see why we have created loyal and elite clients that have selected us for their financial Revolution. A+ rating BBB www.RevGroupLLC.com* Investments and Financial Planning offered through Revolution Capital, LLC a Registered Investment Advisor (RIA) and subsidiary owned by Revolution Group, LLC. Insurance Products and Services through Revolution Group, LLC.
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Vp, Wealth AdvisorFirst National Bank Of Omaha May 2003 - Jan 2006Lincoln And Omaha, Nebraska AreaWorked with internal banking channels to provide investment management, guidance, and financial strategies to high net worth clients across various banking departments. In addition to managing client investments, job responsibility included the development of creative planning strategies for bank's top clients - normally in the area of estate planning. This included First National Bank charters in Nebraska, Colorado, Kansas, and Texas. -
District Manager, Financial ConsultantWaddell & Reed May 2000 - Apr 2003Lincoln, Nebraska AreaAs a financial consultant, formed financial plans and gave investment advice relative to clients' situations with tools made available through Waddell and Reed. Recieved recogintion by Waddell and Reed as the nation's top producing first year financial advisor at the national conference. Obtained Superstarter Gold award, firm's highest first year achievment. Moved into District Management role, overseeing production and direction of 20+ advisors. Obtained Honor Award and was named to the Circle of Champions, an annual award for Waddell and Reed's top financial advisors.
Ryan Fleischer Education Details
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Investments And Securities -
Investments And Securities -
Finance, Cfp Canidate, Rfc -
Finance, Management
Frequently Asked Questions about Ryan Fleischer
What company does Ryan Fleischer work for?
Ryan Fleischer works for Revolution Capital, Llc
What is Ryan Fleischer's role at the current company?
Ryan Fleischer's current role is President and CIO.
What schools did Ryan Fleischer attend?
Ryan Fleischer attended Yale University - Yale School Of Management, Edhec Business School, The American College, Metropolitan State College Of Denver, University Of Nebraska-Lincoln.
Who are Ryan Fleischer's colleagues?
Ryan Fleischer's colleagues are Ryan Brown, Dylan Amick, Megan F., Chad Mckown, Cltc, Caia-Fa.
Not the Ryan Fleischer you were looking for?
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2gmail.com, capitaledgeconsulting.com -
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Ryan Fleischer
Cambridge, Ma -
Ryan Fleischer
College Graduate From College Of Information And Computer Sciences, Umass AmherstMassachusetts, United States
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