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About
Ryan Kenny is a Portfolio Manager at Crestwood Advisors Group LLC in Boston, MA, where he works with financially successful families and individuals to construct and manage diversified investment portfolios tailored to their wealth goals. His responsibilities include portfolio construction, strategic asset allocation, and providing comprehensive investment advice to help clients maintain and grow their wealth.
Ryan Kenny specializes in a broad range of asset classes, including equities, fixed income, and alternative investments, with a particular focus on municipal bonds and portfolio lending strategies. He is known for his expertise in leveraging portfolio assets for short-term liquidity needs and for his insights on the risks and benefits of borrowing against investment portfolios.
Prior to joining Crestwood Advisors in 2015, Ryan held roles as a Portfolio Analyst at Barclays Wealth and Investment Management and as an Investment Desk professional at J.P. Morgan Private Bank. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, earned a BA in Economics from the College of the Holy Cross, and is recognized for his contributions to financial planning and portfolio management within the industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Crestwood Advisors | Portfolio Manager | Jun 2015 to Present | • Build personalized relationships with clients, proactively communicating our investment strategies with the primary goal of helping clients understand their portfolios and how we are meeting their f... |
| Wealth and Investment Management at Barclays | Portfolio Analyst | May 2012 to Dec 2014 | — |
| JP Morgan | Investment Desk | May 2010 to May 2012 | JP Morgan Private Bank |
| State Street Global Advisors | Internal Sales Associate | Jun 2008 to Nov 2008 | — |
Education
College of the Holy Cross
BA, Economics
2004 — 2008
Others at Crestwood Advisors Group LLC (11)
| Name | Role | Location |
|---|---|---|
A Aaron Beltrami | Partner | Boston, MA , United States |
| Partner | Boston, MA , United States | |
| Partner and Portfolio Manager | Darien, CT , United States | |
| Managing Partner | Providence, RI , United States | |
| Chief Investment Officer | Dedham, MA , United States | |
| Securities Trader | Boston, MA , United States | |
| Equity Research Associate | Boston, MA , United States | |
| Portfolio Manager | Darien, CT , United States | |
J James Doogan | Portfolio Manager | United States |
| Investment Research Analyst | Boston, MA , United States |
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