Ryan Hamilton, CFA
Senior Vice President
Ryan provides fiduciary guidance to Plan Sponsors across a broad range of retirement and institutional mandates, including 401(k), 403(b), 457, defined benefit and cash balance plans and foundations. Ryan works closely with clients on investment strategy, manager selection and monitoring and plan design considerations, helping ensure client’s objectives are met and a governance framework is established.
Ryan is a CFA® charterholder and holds the CFA Institute Certificate in ESG Investing. He is a member of the Wealthspire Investment Committee driving firm-level investment recommendations. Prior to joining Wealthspire, Ryan worked for a third-party administrator, where he supported annual compliance and administration for defined contribution and defined benefit plans. He earned a Bachelor of Arts from UCLA, graduating magna cum laude. Ryan has been recognized by NAPA as a Top Retirement Plan Advisors Under 40 in 2022, 2024, 2025 and 2026.
Ryan is a CFA® charterholder and holds the CFA Institute Certificate in ESG Investing. He is a member of the Wealthspire Investment Committee driving firm-level investment recommendations. Prior to joining Wealthspire, Ryan worked for a third-party administrator, where he supported annual compliance and administration for defined contribution and defined benefit plans. He earned a Bachelor of Arts from UCLA, graduating magna cum laude. Ryan has been recognized by NAPA as a Top Retirement Plan Advisors Under 40 in 2022, 2024, 2025 and 2026.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
