About
Ryan Lumsden is Vice President of Institutional Relations at Parnassus Investments, LLC, based in California. In this role, he is responsible for leading outreach and strategic relationship management with institutional investors, focusing on client advisory and investment consulting within the firm's suite of ESG-focused mutual funds and strategies. His work spans building partnerships and ensuring institutions access Parnassus's sustainable investment solutions, which emphasize ethical business practices and long-term value creation in public equities.
Lumsden's expertise covers the asset management and technology sectors, with a specific focus on sustainable, socially responsible investing (SRI), and US equity funds. Prior to joining Parnassus Investments in 2022, he was instrumental in institutional client relations at Orbis Investments and held leadership roles at Charles Schwab, Womply, and Deloitte, where he advised on strategy, M&A, and client experience across finance and investment management. He also has experience in investment consulting and financial marketing with firms such as Rogerscasey and Trusco Capital Management.
He holds an MBA in Finance and Strategy from the University of Michigan's Ross School of Business and a BA in Economics from Emory University. Lumsden is known for his collaborative leadership and mentoring capabilities, and has contributed to the growth of sustainable investment practices by integrating ESG principles and supporting institutional adoption of responsible investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Parnassus Investments | Vice President, Institutional Relations | Jan 2022 to Present | — |
| Orbis Investments | US Institutional Client Relations | Jan 2019 to Jan 2021 | — |
| Charles Schwab | Managing Director - Client Experience, Business Development, Digital Advice and Innovation | Jan 2018 to Jan 2018 | — |
| Womply | Director Of Partnerships | Jan 2017 to Jan 2018 | — |
| Deloitte | Engagement Manager - Strategy and Operations and Mergers and Acquisitions | Jan 2015 to Jan 2017 | — |
| Deloitte | Senior Consultant - Strategy and Operations | Jan 2013 to Jan 2015 | — |
| Goldman Sachs | Summer Associate | May 2012 to Aug 2012 | — |
| Rogerscasey | Associate - Investment Consulting | Jan 2007 to Jan 2011 | — |
| Trusco Capital Management (SunTrust Bank) | Marketing Specialist | Jan 2006 to Jan 2007 | — |
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
Emory University
Bachelor of Arts (BA)
St. John's Prep
Others at Parnassus Investments, LLC (16)
| Name | Role | Location |
|---|---|---|
A Andrew Choi | Portfolio Manager | Los Angeles, CA , United States |
| Vice President, Advisory Consultant | Chicago, IL , United States | |
| Portfolio Manager and Senior Research Analyst | San Francisco, CA , United States | |
| Incoming Research Analyst | San Francisco, CA , United States | |
| Research Analyst | San Francisco, CA , United States | |
J Jean Lu | Managing Director, Research Team Strategy | CA , United States |
L Lori Keith | Director of Research | Oakland, CA , United States |
M Minh Bui | Portfolio Manager | San Francisco, CA , United States |
| Senior Research Analyst | Campbell, CA , United States | |
S Samantha Palm | Portfolio Manager | San Francisco, CA , United States |