Louis Ryan is a Senior Client Accountant with Rockefeller Capital Management. Prior to joining Rockefeller, he was a Senior Financial Analyst with Financial Clarity, Inc. He joined Financial Clarity, Inc. in 2011 as a Financial Associate and was promoted to Financial Analyst in 2014.
Louis is responsible for synthesizing a vast array of data such as financial statements, complex legal documents, and tax forms to create detailed client financial reports. He regularly acts as a liaison between clients and their tax accountants, estate planners, and brokers. Additionally, Louis performs due diligence research on potential alternative investment funds.
Louis earned a bachelor’s degree in Finance from San Jose State University where he was a member of the Golden Key International Honour Society.