RYAN SIMPSON

Ryan plays a key role in ensuring seamless, accurate, and timely investment operations that support both clients and advisors. With a strong focus on service and precision, he brings dedication to the behind-the-scenes processes that keep financial plans running smoothly.

After earning his Finance degree from Gwynedd Mercy University in 2019, Ryan began his career at Northwestern Mutual, where he held several roles supporting investment operations, insurance, and financial planning. Most recently, he served as Associate Financial Representative (AFR) to a top-producing firm within the Philadelphia Agency, where he gained hands-on experience managing complex client portfolios.

Ryan is currently pursuing his MBA with a concentration in Financial Management at Temple University’s Fox School of Business, further enhancing his technical knowledge and strategic capabilities. Outside of work, Ryan enjoys coaching lacrosse, snowboarding, and relaxing at the beach.