Ryan Smith

Ryan serves as a Financial Analyst at Orgel Wealth Management and assists our clients with investment strategy development, investment portfolio analysis, portfolio management, and comprehensive financial, estate, and insurance planning. Ryan also assists with serving the firm’s foundation and non-profit organization clients through assistance with customized reporting and investment policy statement review and monitoring. Prior to joining Orgel Wealth Management, Ryan worked as an Investment Analyst in the financial services industry, performing research, trading, and portfolio management.

Ryan earned his Bachelor of Science degree in finance from the University of Minnesota – Twin Cities, Carlson School of Management. He is also currently a Level III Charted Financial Analyst Candidate.