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Ryan Carman

Ryan Carman

Investment Associate at Rothschild Investment LLC

Chicago, IL , United States

About

Ryan Carman is an Investment Associate at Rothschild Wealth Partners, based in Chicago. In this role, he contributes to the firm's fiduciary advisory team, focusing on personalized wealth management solutions for affluent individuals, high-net-worth families, and business owners. His responsibilities include supporting portfolio management, financial planning, and client service, leveraging Rothschild’s creative and disciplined approach to investment management.

Ryan's career began in financial services, including roles as an Inside Sales Representative at MSU Greenline and as a Product Consulting Intern at Enfusion, LLC. Since joining Rothschild Wealth Partners, he has specialized in helping clients navigate investment strategies across public equities, fixed income, and alternative investments, working closely with business owners on retirement and succession planning, and multigenerational families on estate and legacy planning.

He holds a Bachelor of Arts in Statistics and Probability with a minor in Mathematics from Michigan State University, which strengthens his analytical capabilities in assessing risk and optimizing investment portfolios. His expertise in quantitative analysis and client relations equips him to deliver disciplined portfolio solutions and tailored advisory services within wealth management, with a particular focus on serving Chicago’s business professionals and high-net-worth clients.

Career History

OrganizationRoleDate RangeDetails
Rothschild Wealth PartnersInvestment AssociateJan 2021 to Present
At Rothschild Wealth Partners, you're not just a client; you're a valued partner in a legacy that spans over 110 years. Since our founding in 1908, we've evolved from a regional brokerage firm into an...
MSU GreenlineInside Sales RepresentativeMay 2018 to May 2019
Cold called 200+ alumni per 6 hour shift. Averaged 3+ donations every shift, which placed me in the top 15 of over 100 total employees. Ranked in the top 10 of 100 employees in dollars raised per shif...
Enfusion, LLCProduct Consulting InternJun 2017 to Aug 2017
Analyzed a data hub of over 100,000 complaints and proposed recommendations to increase client traffic, satisfaction, and employee productivity with Enfusion’s cloud-based, end-to-end asset management...
StandFast GroupFinance and Accounting InternMay 2014 to Aug 2016
Assisted the CFO with the production of the monthly financials, management reports, and board packages. Accurately processed data, validation and transmission for weekly, semi-monthly and sales payrol...

Education

Michigan State University

Bachelor of Arts - BA, Statistics and Probability

2015 2019

Michigan State University

Minor, Mathematics

2015 2019

James B. Conant High School

High School Diploma

2011 2015

Skills & Expertise

Leadership
Event Planning
Microsoft Office
Management
Microsoft Word
Packaging
Teamwork
PowerPoint
Social Media
Microsoft Excel
Supply Chain Management
Communication
Public Speaking
Time Management
Financial Accounting
Statistics
Organization Skills
Microsoft PowerPoint

Others at Rothschild Investment LLC (4)

NameRoleLocation
Jeff Mackevich
Jeff Mackevich
Vice President - InvestmentsChicago, IL , United States
Scott Sindelar
Scott Sindelar
Portfolio ManagerChicago, IL , United States
Chad Schlett, CFA, MADS
Chad Schlett, CFA, MADS
Vice President, Portfolio StrategyChicago, IL , United States
Hunter Bonga
Hunter Bonga
Investment AssociateChicago, IL , United States

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