Ryan Kiley Email & Phone Number

Austin, Tx, Us

Mclean, Virginia, Us

Provide Wealth Management and Investment Advisory Services to a Hybrid Broker Dealer/Registered Investment Advisory Firm. TX Life and Health Insurance Licensed. Active Series 7 and 66 FINRA Licenses. ChFC Candidate.

Founded and operated an independent RIA firm serving primarily 2nd and 3rd generation affluent families, highly compensated professionals and successful business owners. Our mission was to help clients build, grow and protect their most valuable financial assets. Cupbearer provided investment advisory, financial planning, retirement plan and business consulting services. Through our strategic partnerships we excelled in providing strategies for wealth accumulation, tax mitigation, asset protection, insurance fiduciary and business succession planning - capitalizing on decades of expertise with the unique interplay between investments and insurance. Cupbearer also provided independent due diligence and research services for alternative investment managers raising institutional capital and consulting services to institutional financial services companies.

Irvine, Ca, Us

Advised and serviced $150M of RIA firm $2B AUM for 50+ private clients and hundreds of executive benefit, variable life insurance portfolios and retirement plan accounts/participants. Implemented expansion strategies, from existing client referrals and strategic prospecting activities, resulting in $90M in new assets as primary advisor responsible for relationship management. Led expansion of the alternative investment platform, sourcing opportunities and institutionalizing due diligence process, resulting in $500M of asset growth and significant manager out-performance. Thorough knowledge and experience working directly with Hedge Funds, Private Equity, Real Estate Opportunities, Private Credit, Distressed Debt, Fund of Funds, Venture Capital, Direct Lending, etc. Investment Committee member, performing manager and asset class research and recommending allocations for the super-affluent, business owners, key executives and family offices.

Spearheaded new business development operations and managed existing client retention for an emerging Global Value Equity Investment Management firm. Conducted 100+ capital raise meetings and presentations to registered investment advisors, broker/dealers, family offices, and institutional consultants during the Great Recession resulting in significant new capital raised and revenue. Applied experience from intensive study of Graham and Dodd value investing principles led by a successful industry veteran from Brandes Partners to duties as Global Insurance Industry Analyst.

Responsibilities included financial modeling, business valuations, project management, industry specific research, capital markets analysis, sourcing acquisition targets and capital sources. Led analysis and project management of primary and secondary public financings, buy and sell-side mergers & acquisitions, private placements, PIPE’s, Leveraged Buyouts and SPAC’s. Select deals won: $36M Health Care Co. follow‐on, $160M Akamai/Nine Systems acquisition, $130M Next‐Gen Energy capital raise, $567M RentWay Acquisition Fairness Opinion, $27M Bio-Tech Co. IPO.

Sourced and qualified a $50M institutional client that resulted in significant new revenue. Presented equity recommendations to investment committee with fundamental research & valuation methodologies. Worked with Marketing, Trading, Portfolio Managers, CEO and Client Services.

New York, Ny, Us

Researched and recommended top mutual funds and investment managers for use in private client portfolios. Sourced affluent prospect lists and successfully captured new client commitments for fixed income instruments.