Assistant Portfolio Manager
Ryan Redfern has been managing investments as a licensed financial professional since 2003. He originally began working with Lincoln Investment Planning, helping college professors invest for retirement.
Like Mr. Bernstein, Mr. Redfern watched the 2008 financial crisis and felt there was a better way to manage risk than what most people experienced. As a result, he designed his own portfolio strategies and branched out to form his own RIA firm in 2012.
In 2014, Ryan joined the National Association of Active Investment Mangers (NAAIM) and discovered other active managers of like mind. This further fueled his passion for researching, developing, and implementing risk-aware investment strategies to best serve his clients. Ryan’s focus in trading is: remaining calm, strategic, and deliberate while keeping in mind risk management.
Ryan serves RGB Capital Group as Assistant Portfolio Manager. He is responsible for trading our models and implementing the strategies designed by Mr. Bernstein, who he has known for nearly a decade.
Mr. Redfern currently holds the following degrees and designations:
- BA, Political Science/Pre-Law, Capital University, Columbus, Ohio
- Series 3 License – Commodity Trading Advisor (CTA)
- Series 66 License
- Chartered Market Technician (CMT)
- Chartered Financial Consultant (ChFC)
- President – National Association of Active Investment Mangers (NAAIM)
Ryan currently lives in Austin, Texas with his wife Laura. They enjoy travelling, concerts, and movies. A lifelong Disney fan, Ryan might be found eating churros at one of the parks when he is not focused on technical analysis and trading.