Ryan Gaynor is a Director of Wealth at LEO Wealth, an independent global wealth advisor with offices in New Jersey and New York. Ryan has been working with clients at LEO Wealth for over five years, providing results-oriented, comprehensive financial planning. His expertise includes tax planning, executive incentive compensation (such as NQOs, ISOs, and RSUs), compensation and benefits, insurance, risk management, retirement, business exit strategies, estate planning, and portfolio management.
Ryan’s approach goes beyond traditional financial planning and portfolio management-he places equal emphasis on both asset allocation and asset location. He carefully considers not only which asset classes to include in a portfolio, but also where those assets should be held to maximize tax efficiency. By thinking strategically about the taxation of different asset classes and their optimal placement in taxable, tax-deferred, or tax-free accounts, Ryan helps clients retain more of their investment returns over time.
He works closely with Ken Dugan, Senior Managing Director, who oversees wealth management for the northeast region and brings over three decades of experience.
Ryan has completed his education requirements at NYU School of Professional Studies’ CFP® Dalton Education Program and now holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is a registered representative of Leo Wealth, LLC, a Registered Investment Advisor firm.
Ryan earned a Bachelor of Arts from Muhlenberg College, majoring in Finance and minoring in Business Administration. He was a member of the varsity basketball team and served as Vice President of the Investment Society, a student-run fund managing over $300,000. In his spare time, Ryan enjoys spending time with friends and family, going to the beach, and playing basketball.
