Ryan LeavertonRyan Leaverton, CFA®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Ryan
Ryan Leaverton is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a partner within The Leaverton Strahan Team, Ryan works closely with high-net-worth individuals, families, trusts, foundations and businesses, developing investment and planning strategies to guide them toward their financial goals. He invests significant time in each relationship so that he can gain a clear understanding of each client's situation—both near-term priorities and long-term aspirations. This familiarity allows Ryan and his team to support clients in pursuing meaningful milestones in their lives and legacies. He is gratified to walk with clients through key inflection points in their wealth, helping them expedite a path to the future they envision.
Closely attuned to the capital markets, Ryan draws on more than eleven years of investment experience. His approach is tailored to each family, business, or nonprofit organization, reflecting their risk tolerance, time horizon, cash-flow needs, tax situation, and wealth transfer intentions, as appropriate. He offers a refined level of strategy, identifying possible gaps and potential opportunities that can help clients advance their objectives with greater foresight.
Ryan notes that his team's continuity is one of its greatest assets. He and his colleagues are proud to enjoy relationships that span three generations of client families, supporting people at varied stages in their lives. Clients look to Ryan and his team for meaningful guidance at key junctures: selling a business, retiring or changing jobs, real estate purchases or investments, saving for higher education, or any other catalyst. To each of these needs, Ryan and his team offer practical wisdom and technical insight, allowing clients to regain time for the people and activities they value.
Prior to moving to J.P. Morgan Wealth Management, Ryan was a Vice President and Wealth Manager with First Republic Investment Management, where he worked for six years. Earlier, he spent three years with Goldman Sachs in the Investment Management Division. Ryan began his investment career at Rockefeller & Co. in Institutional Sales & Consultant Relations in 2012.
A graduate of the University of Southern California, Ryan earned his B.S. in Business Administration. He also studied at WHU – Otto Beisheim School of Management in Vallendar, Germany. Ryan holds the Chartered Financial Analyst®designation.
Ryan and his wife, Brittany, enjoy spending time with their two sons and their yellow lab, Olive.
Insights
Threading the needle: Where markets may be mispricing trade risk
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April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now