Ryan Barcena is a Private Advisor, Vice President at Rockefeller Capital Management. Prior to joining Rockefeller, Ryan was partner of the RSA Group at Merrill Lynch, where he began his career as a financial advisor in 2011.
Ryan and his team work closely to consult and advise private business owners to develop customized solutions for both their personal and business needs. Ryan also works with successful families and professionals and provides investment management, risk management and generational wealth planning strategies.
He received his MBA from Texas Tech University and a Bachelor’s in Business Administration in Management from Lubbock Christian University. Ryan holds the Certified Plan Fiduciary Advisor (CPFA) credential, which demonstrates industry knowledge and expertise to act as a plan fiduciary for corporate retirement plans.