Ryan N. WingerRyan N. Winger, AIF®Executive DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Ryan
Ryan Winger is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
Ryan serves a broad range of successful clients including high-net-worth individuals, family offices, endowments and foundations to provide customized strategies designed to help them reach their short- and long-term financial goals.
Ryan brings a hands-on and personal style to gain a thorough understanding of each client's circumstances, which helps guide asset allocation recommendations. He educates clients on investment selections so they understand the rationale for his tailored approaches. Ryan serves institutional hedge funds by facilitating trading activities and leveraging the vast resources within J.P. Morgan to deliver executional excellence. As a core focus, he helps streamline and enhance retirement plan management for 401(k) and other defined contribution plan sponsors.
With more than 20 years of experience in financial services, Ryan began as an intern at major securities firms while simultaneously attending college. He is a graduate from the University of Denver, where he earned dual degrees. Ryan received a B.S. in International Business and a B.A. in Economics. He holds the Accredited Investment Fiduciary® (AIF) designation, which demonstrates his knowledge of and ability to apply fiduciary practices.
Ryan previously held senior positions at Morgan Stanley and Smith Barney, where he gravitated toward fixed income investments. He appreciates the role they play in meeting clients' income needs while balancing risk and reward and he emphasizes this strategy in the portfolios he constructs. Ryan joined J.P. Morgan in 2010 for the opportunity to work at a firm whose open platform afforded him the flexibility to serve the best interests of his clients.
Originally from Tuxedo Park, Ryan now lives in Briarcliff Manor with his wife, Kathleen, and two sons, Riley and Harrison. In his free time, Ryan enjoys golf, tennis, mountain biking and skiing with his family. Involved in his local community, he serves as the Head of Finance and sits on the Board for the Briarcliff Youth Lacrosse League.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification
Insights
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read Now
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now
Unmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHow an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMake philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowShutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowGovernment shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read NowUnmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now