You're signed outSign in or to get full access.
About
Ryan Wilkens is an Associate at Bridgewater Advisors Inc. in New York, NY, where he specializes in strategic wealth and tax planning, financial analysis, and investment advisory services for high-net-worth clients. His responsibilities include portfolio management, client relationship management, and delivering tailored financial solutions to meet complex client needs.
Ryan focuses on wealth management, tax-efficient investment strategies, and financial planning, with expertise in equities, fixed income, and alternative investments. He leverages his analytical skills to help clients optimize asset allocation and achieve long-term financial goals.
Prior to his current role, Ryan served as Senior Associate at Bridgewater Advisors, where he advanced his experience in investment analysis and client management. He holds a Bachelor of Science in Business Administration in Finance from Saint Joseph's University’s Erivan K. Haub School of Business and an MBA in Finance from the same institution. Ryan is also a Certified Financial Planner (CFP®), reflecting his commitment to professional excellence and client service in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bridgewater Advisors Inc. | Associate | Jul 2021 to Present | — |
| Bridgewater Advisors Inc. | Senior Associate | Jul 2021 to Present | — |
| Lambda Chi Alpha Fraternity, Inc. | President | Nov 2018 to Nov 2019 | - Elected leadership role, responsible for managing and overseeing all chapter operations. - Assist and guide all chapter officers in their responsibilities. - Work directly with Saint Joseph's Univer... |
| Major League Baseball | Finance Intern | May 2019 to Aug 2019 | - Project based internship responsible for Data Analytics and Financial Analysis of the 30 MLB teams. - Gaining experience working with/presenting to other interns and managers. - Winner of the "Group... |
Education
Saint Joseph's University
Master of Business Administration - MBA, Finance, General
2020 — 2021
Saint Joseph's University - Erivan K. Haub School of Business
Bachelor of Science in Business Administration, Finance, General
2016 — 2020
Kellenberg Memorial High School
2012 — 2016
Others at Bridgewater Advisors Inc. (11)
| Name | Role | Location |
|---|---|---|
 | Co-Chief Investment Officer and Senior Advisor | New York, NY , United States |
 | Partner | New York, NY , United States |
 | Partner | New York, NY , United States |
L Leo Marzen | Managing Partner | New York, NY , United States |
 | Associate | Bloomfield, NJ , United States |
T Thomas Smyth | Partner | New York, NY , United States |
 | Partner | New York, NY , United States |
 | Associate | New York, NY , United States |
 | Partner | New York, NY , United States |
 | Senior Associate | NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager and Macro Strategist | Donald Smith & Co. Inc. | New York, NY , United States |
N Newton Chung | Manager, Head Trader | Bristol John W & Co. Inc. /ny/ | NJ , United States |
C Charles Mott | Partner | Bristol John W & Co. Inc. /ny/ | Hampton Bays, NY , United States |
 | Partner, Portfolio Manager | Neville Rodie & Shaw Inc. | New York, NY , United States |
 | Portfolio Manager; Vice President | Neville Rodie & Shaw Inc. | New York, NY , United States |
