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RK

Ryan Kenny

Portfolio Manager at Crestwood Advisors Group LLC

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Crestwood AdvisorsPortfolio ManagerJun 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 BarclaysPortfolio AnalystMay 2012 to Dec 2014
JP MorganInvestment DeskMay 2010 to May 2012
JP Morgan Private Bank
State Street Global AdvisorsInternal Sales AssociateJun 2008 to Nov 2008

Education

College of the Holy Cross

BA, Economics

2004 2008

Others at Crestwood Advisors Group LLC (11)

NameRoleLocation
A
Aaron Beltrami
PartnerBoston, MA , United States
Alyson Nickse
Alyson Nickse
PartnerBoston, MA , United States
David Tuttle
David Tuttle
Partner and Portfolio ManagerDarien, CT , United States
J Michael Costello
J Michael Costello
Managing PartnerProvidence, RI , United States
John Ingram
John Ingram
Chief Investment OfficerDedham, MA , United States
Kevin Behrendt
Kevin Behrendt
Securities TraderBoston, MA , United States
Christopher Mead
Christopher Mead
Equity Research AssociateBoston, MA , United States
Csric® Cfp® Jason Hendricks Chfc®
Csric® Cfp® Jason Hendricks Chfc®
Portfolio ManagerDarien, CT , United States
J
James Doogan
Portfolio ManagerUnited States
Joe Alger
Joe Alger
Investment Research AnalystBoston, MA , United States
Showing 1-10 of 11 team members

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