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Ryan N. WingerRyan N. Winger, AIF®Executive DirectorWealth Partner
Awards and Industry Recognition
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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
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
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Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
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Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
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Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now