Ryan Brady, CIMA®

Senior Wealth and Investment Strategy Associate

Ryan Brady joins Rockefeller as a Senior Wealth and Investment Strategy Associate on Bridgeline Wealth Partners. Ryan is a 20 year veteran of the financial services industry. His work experience includes positions with UBS, T. Rowe Price, Robinson-Humphrey, Citigroup Global Markets, and Merrill Lynch. He has worked closely with Travis for fifteen years and decided to accompany him in his move to UBS in 2012. He currently holds Series 7 and 66 securities licenses, and his extensive knowledge of financial analysis and investment research skills have made Ryan an integral part of Bridgeline’s due diligence process – from the comprehensive assessment of client’s needs, goals and risk tolerance to research and portfolio architecture.

Born in Auburn, NY, and raised in Springfield, VA, Ryan earned B.A. degrees in Criminal Justice and Political Science from the University of Alabama. A man of myriad talents, his interest in financial services and the stock market as a way to help people prevailed and prompted his move to Atlanta in 2000. He is a big fan of college football and likes to travel and play golf.