Senior Vice President, Regional Director
Ryan is a SVP and the Regional Director for Millennium Trust in the West region. He and the team provide secure solutions to help fund managers and SEC Registered Investment Advisors meet the Custody Rule requirements, provide enhanced transparency and deliver necessary reporting through Millennium’s Fund Custody, Safekeeping and Verification services. Ryan also works with our client relationships offering our individual custody solution for firms that would like to position retirement accounts as an option when raising investor capital.
Ryan has over 13 years of experience in the financial service industry. For over a decade, Ryan has assisted thousands of investors, financial professionals, and investment issuers with their self-directed IRA needs. He is well-versed in all aspects of IRAs and has extensive knowledge in a multitude of investments types, including real estate, private equity and private debt. Ryan has shared his knowledge of self-directed IRAs and alternative investments with audiences throughout the nation and has participated in expert panels covering a myriad of retirement-related subjects.
Prior to joining Millennium Trust, Ryan worked for Self Directed IRA Services, Inc as the Vice President of Business Development where he designed and implemented a growth strategy, making them one of the fastest-growing self-directed IRA custodians. As a national sales representative, he also was an integral part of the largest period of growth at Sterling Trust Company for 7 years.
He holds a BBA in Marketing from Texas Tech University and resides in Waco, Texas.