Ryan Nelson
Ryan Nelson
Ryan Nelson

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 to deliver 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 (his favorite project is a table made from bottle caps), and cheering on Wisconsin sports teams.

CERTIFIED FINANCIAL PLANNERâ„¢
Education Background
  • B.S., Economics, University of Wisconsin-Madison