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Ryan Lumsden

Ryan Lumsden

Vice President, Institutional Relations at Parnassus Investments, LLC

CA , United States

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

OrganizationRoleDate RangeDetails
Parnassus InvestmentsVice President, Institutional RelationsJan 2022 to Present
Orbis InvestmentsUS Institutional Client RelationsJan 2019 to Jan 2021
Charles SchwabManaging Director - Client Experience, Business Development, Digital Advice and InnovationJan 2018 to Jan 2018
WomplyDirector Of PartnershipsJan 2017 to Jan 2018
DeloitteEngagement Manager - Strategy and Operations and Mergers and AcquisitionsJan 2015 to Jan 2017
DeloitteSenior Consultant - Strategy and OperationsJan 2013 to Jan 2015
Goldman SachsSummer AssociateMay 2012 to Aug 2012
RogerscaseyAssociate - Investment ConsultingJan 2007 to Jan 2011
Trusco Capital Management (SunTrust Bank)Marketing SpecialistJan 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

Skills & Expertise

Leadership
Business Model Transformation
Business Model Development
Valuation
Data Analysis
Investments
Business Development
Asset Allocation
Strategic Planning
Strategy
Operating Models
Mergers And Acquisitions M&A
Mutual Funds
Management Consulting
Program Management
Cross Functional Team Leadership
Go To Market Strategy
Investment Advisory Services
Financial Analysis
Customer Experience Analysis
Private Equity
Business Strategy
Management
Project Management
Due Diligence
Analytics
Corporate Development
Operational Due Diligence
Investment Management
Mergers and Acquisitions

Others at Parnassus Investments, LLC (21)

NameRoleLocation
A
Andrew Choi
Portfolio ManagerLos Angeles, CA , United States
Colin Rennich
Colin Rennich
Vice President, Advisory ConsultantChicago, IL , United States
Ian Sexsmith
Ian Sexsmith
Portfolio Manager and Senior Research AnalystSan Francisco, CA , United States
Isaac Macieira-Kaufmann
Isaac Macieira-Kaufmann
Incoming Research AnalystSan Francisco, CA , United States
Jake Yoon
Jake Yoon
Research AnalystSan Francisco, CA , United States
J
Jean Lu
Managing Director, Research Team StrategyCA , United States
L
Lori Keith
Director of ResearchOakland, CA , United States
M
Minh Bui
Portfolio ManagerSan Francisco, CA , United States
Rachel Tan
Rachel Tan
Senior Research AnalystCampbell, CA , United States
S
Samantha Palm
Portfolio ManagerSan Francisco, CA , United States
Showing 1-10 of 21 team members

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