Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2021 • 2020
Top Wealth Management Teams Best-In-State
2024

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.

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.

With more than 20 years of experience in financial services, Ryan began as an intern at major securities firms while simultaneously attending college. He is a graduate from the University of Denver, where he earned dual degrees. Ryan received a B.S. in International Business and a B.A. in Economics. He holds the Accredited Investment Fiduciary® (AIF) designation, which demonstrates his knowledge of and ability to apply fiduciary practices.

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

Insights

Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
Wealth Planning

8 insights from long-lasting global business families

March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read Now
Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.