Ryan Nelson
Client Service Associate
As a Client Service Associate at Gresham, Ryan works directly with Advisors to provide ultra-high-net-worth families with comprehensive wealth management solutions.
Ryan joined Gresham in 2021 as a Custodian Operations Analyst, where he worked closely with both the Client Service and Operations Teams. In 2024, Ryan was promoted to Client Service Associate. He works directly with Advisors in delivering wealth management services by organizing meetings, monitoring action items, reviewing reports, developing strategies, collaborating with external experts and preparing presentations
Prior to joining Gresham, Ryan attended the University of Wisconsin-Madison where he studied Economics, received a Certificate in Business, and completed the Wealth Management and Financial Planning program.
Outside of work, Ryan loves traveling, skiing, woodworking and cheering on Wisconsin sports teams.
Education Background
- B.S., Economics, University of Wisconsin-Madison
