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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Rothschild Wealth Partners | Investment Associate | Jan 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 Greenline | Inside Sales Representative | May 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, LLC | Product Consulting Intern | Jun 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 Group | Finance and Accounting Intern | May 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
Others at Rothschild Investment LLC (4)
| Name | Role | Location |
|---|---|---|
| Vice President - Investments | Chicago, IL , United States | |
| Portfolio Manager | Chicago, IL , United States | |
| Vice President, Portfolio Strategy | Chicago, IL , United States | |
| Investment Associate | Chicago, IL , United States |
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A Anne Finley | Trader | Oak Ridge Investments LLC | Chicago, IL , United States |