Ryan Nelson, CFA

Managing Principal & Portfolio Manager

Ryan Nelson, CFA

RedTree Investment Group | Ryan K. Nelson, CFA | Cincinnati, Ohio

RedTree Investment Group | Ryan K. Nelson, CFA | Cincinnati, Ohio

513-758-8494

  Ryan is a Managing Principal and Portfolio Manager at RedTree Investment Group. He has over 20 years of investment experience in the fixed income markets. Specifically, over the past 13 years, Ryan has been assisting public entities and other agencies with their fixed income investment needs. At RedTree, he is responsible for overseeing the firm’s investment process along with communication of the unique investment strategies for the firm’s clients.

Prior to forming RedTree, Ryan was Director and Portfolio Manager with Baird Public Investment Advisors. At Baird, Ryan established the division to focus on public entities. During his seven years at Baird, the division grew to one of the largest providers of investment services for public entities in Ohio. Before joining Baird, Ryan was Chief Investment Officer of Cincinnati-based Seasongood Asset Management, LLC, a firm focused on the investment needs of public entities. In that role, he was responsible for all fixed income investment management activities for the public fund clients. Previously, he served as a fixed income portfolio manager for Fort Washington Investment Advisors, Inc., a Cincinnati-based advisory firm.

Ryan obtained his undergraduate degree in Accounting from the University of Kentucky and his MBA in Finance from Xavier University. He has received the Chartered Financial Analyst designation and is a current member of the CFA Institute. Ryan served as the Past President and Trustee for the CFA Society of Cincinnati. He is a current Board Member for Junior Achievement of Greater Cincinnati.
 
 
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