Senior Recruiter - Wealth Management Search
Ryan Krosoczka began his career in Wealth Management at Morgan Stanley in New York City. There he led financial planning efforts, in addition to focusing on new business development, as part of a team that managed over $1 billion for small businesses and corporate executives. Ryan took his wealth management expertise and transitioned to a capital raising role at Freeman & Co., a boutique investment bank providing advisory services to RIA’s and other financial institutions.
His next role was with a leading national recruiting firm to help grow their Financial Services Group, focusing on the Investment Management industry. In this position, Ryan represented top Investment Managers, RIA’s, Multi-family offices, Platforms, Aggregators and OCIO's.
Ryan's hands-on and diverse experience in Wealth Management make him well-versed in many industry nuances, with a full understanding of client needs and role requirements. He specializes in Portfolio Management, Wealth Planning, Client Services, Operations, as well as select Business Development/Advisory positions. Ryan graduated magna cum laude with a B.B.A. in Finance & Real Estate from the Villanova School of Business at Villanova University.