Ryan Bergan
Wealth Strategist at Trust Point Inc
Based in Minneapolis, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Minneapolis
Industry
Financial Services
Company size
102
Contact information
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r•••••••@trustpointinc.com
Phone
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Background
About Ryan Bergan
As a Wealth Strategist, I provide complex and customized investment and relationship management counseling to ultra-high-net-worth clients and families within the family office. I use my core competencies of client relations, portfolio management, equity research, cash management, tax planning, risk management, financial modeling and forecasting, and business development to build out our client relationships. At Trust Point, I have portfolio management expertise providing asset allocation recommendations and meeting with clients in-person to review market analysis and investment performance. Previously I used my significant experience to- build out equity fund manager platforms - research individual stocks - provide tactical asset allocation recommendations - write for an investment publication
Decision-makers
Other people at Trust Point Inc
- DRC-Team
Duane Ring
Board Member, Audit Committee · General Business & Management
- JEStaff
Julie Evanson
Admin Assistant · Operations
- LLStaff
Lia Lor
Client Service Associate · Customer/Client Service
- TMManager
Tyler Marson
Relationship Manager · Sales & Business Development
- HCManager
Hannah Cowan
Relationship Manager · Sales & Business Development
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