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ryan-n-winger

Ryan N. Winger, AIF®

Executive Director

Ryan N. Winger, AIF®


914.899.5905

ryan.n.winger@jpmorgan.com

925 Westchester Avenue, Suite 405
White Plains, NY 10604

Awards & Recognition

 

Forbes1

Best-In-State Wealth Advisors

2021 · 2020

About Ryan

Ryan Winger is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. Ryan serves a broad range of successful clients including high-net-worth individuals, family offices, endowments and foundations to provide customized strategies designed to help them reach their short- and long-term financial goals. In 2020 and 2021, he was recognized as a Forbes Best-In-State Wealth Advisor1.

Ryan brings a hands-on and personal style to gain a thorough understanding of each client’s circumstances, which helps guide asset allocation recommendations. He educates clients on investment selections so they understand the rationale for his tailored approaches. Ryan serves institutional hedge funds by facilitating trading activities and leveraging the vast resources within J.P. Morgan to deliver executional excellence. As a core focus, he helps streamline and enhance retirement plan management for 401(k) and other defined contribution plan sponsors.

Ryan previously held senior positions at Morgan Stanley and Smith Barney, where he gravitated toward fixed income investments. He appreciates the role they play in meeting clients’ income needs while balancing risk and reward and he emphasizes this strategy in the portfolios he constructs. Ryan joined J.P. Morgan in 2010 for the opportunity to work at a firm whose open platform afforded him the flexibility to serve the best interests of his clients.

Originally from Tuxedo Park, Ryan now lives in Briarcliff Manor with his wife, Kathleen, and two sons, Riley and Harrison. In his free time, Ryan  enjoys golf, tennis, mountain biking and skiing with his family. Involved in his local community, he serves as the Head of Finance and sits on the Board for the Briarcliff Youth Lacrosse League.

Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification
Awards or rankings are not indicative of future success or results.
1.Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, LLC, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

 

 

 

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