Ryan Sandler, CFA Joins the Growing Team at Presidio Capital Management as Wealth Manager
Ryan Sandler, CFA Joins the Growing Team at Presidio Capital Management as Wealth Manager
Ryan's transition to wealth management is fueled by his desire to make a meaningful impact on people's lives. He was drawn to our team by Presidio's core focus: to help people live better lives. At Presidio, Ryan aims to blend his financial expertise with our mission, guiding our clients to not only financial success but also to a richer, more fulfilling life.SAN DIEGO, May 22, 2024 /PRNewswire/ -- Presidio Capital Management, one of San Diego's leading wealth management firms, is proud to announce that Ryan Sandler, CFA has joined the firm as our newest Wealth Manager.
圣地亚哥，2024年5月22日 /PRNewswire/ — 圣地亚哥领先的财富管理公司之一普雷西迪奥资本管理公司自豪地宣布，特许金融分析师瑞安·桑德勒已加入该公司，担任我们的最新财富经理。
Ryan brings a rich blend of experience, dedication to excellence, and a notable background in both education and athletics. After graduating from Canyon Crest High School in San Diego, Ryan earned his bachelor's degree in business from the University of California, Berkeley. As a Division One baseball player, he sharpened his competitive edge and further developed his foundational leadership and teamwork skills.
Ryan 拥有丰富的经验、对卓越的奉献精神以及杰出的教育和体育背景。Ryan 从圣地亚哥的 Canyon Crest 高中毕业后，获得了加州大学伯克利分校的商学学士学位。作为甲级棒球运动员，他增强了自己的竞争优势，进一步发展了自己的基本领导能力和团队合作技能。
Following a successful career in software sales, Ryan transitioned to finance where he earned the prestigious CFA designation—achieved by less than 2% of wealth managers nationwide. Over the past five years, Ryan has led investment teams in building and managing model portfolios and devising investment strategies for his clients.
在软件销售领域取得成功之后，Ryan转向金融业，在那里他获得了久负盛名的CFA称号——全国只有不到2％的财富经理获得该称号。在过去的五年中，瑞安领导投资团队建立和管理模型投资组合，为客户制定投资策略。
Ryan's transition to wealth management is fueled by his desire to make a meaningful impact on people's lives. He was drawn to our team by Presidio's core focus: to help people live better lives. At Presidio, Ryan aims to blend his financial expertise with our mission, guiding our clients to not only financial success but also to a richer, more fulfilling life.
瑞安希望对人们的生活产生有意义的影响，这推动了他向财富管理的过渡。普雷西迪奥的核心关注点吸引了他加入我们的团队：帮助人们过上更好的生活。在普雷西迪奥，瑞安的目标是将他的财务专业知识与我们的使命相结合，指导我们的客户不仅取得财务成功，而且过上更丰富、更充实的生活。
"Joining Presidio Capital Management marks a pivotal chapter in my career. The values and goals here align perfectly with my own aspirations to help our clients achieve greater security and satisfaction through thoughtful wealth management. It's about more than just the numbers; it's about empowering our clients to lead the life they've always envisioned and having a feeling of safety and security," says Ryan Sandler.
“加入普雷西迪奥资本管理公司标志着我职业生涯的关键篇章。这里的价值观和目标与我自己的愿望完全一致，即通过周到的财富管理帮助我们的客户获得更大的安全性和满意度。这不仅仅是数字；更重要的是让我们的客户能够过上他们一直设想的生活，并有一种安全和有保障的感觉，” 瑞安·桑德勒说。
We are excited to welcome Ryan to our growing team. His dedication to transforming the wealth management experience, his remarkable analytical skills, and his genuine care for clients make him a valuable addition to Presidio. We look forward to the new perspectives and innovations he will bring to our team.
我们很高兴欢迎 Ryan 加入我们不断壮大的团队。他致力于改变财富管理经验，出色的分析能力以及对客户的真诚关怀，使他成为普雷西迪奥的宝贵成员。我们期待他为我们的团队带来新的视角和创新。
We are confident that his expertise, passion for helping others, and dedication to excellence will significantly enhance the firm's ability to deliver exceptional service to our clients.
我们相信，他的专业知识、帮助他人的热情和对卓越的奉献精神将显著增强公司为客户提供卓越服务的能力。
About Presidio Capital Management
Recently recognized in the top five for RIA Channel's 2022 Top Wealth Managers by Growth, Presidio offers a math-based approach to client solutions to ultimately help them live better lives. The firm manages approximately $350Million across approximately 200+ households. The firm specializes in portfolio construction, financial planning, and designing and implementing sustainable income strategies for individuals, families, and trusts.
See attached doc for reference.
普雷西迪奥资本管理公司简介
Presidio最近被评为RIA频道2022年增长最佳财富管理公司的前五名，它提供了一种基于数学的客户解决方案方法，最终帮助他们过上更好的生活。该公司在大约200多个家庭中管理着约3.5亿美元。该公司专门从事投资组合构建、财务规划以及为个人、家庭和信托设计和实施可持续收入策略。
参见随附的文档以供参考。
For more information, visit
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Media Contact:
Presidio Capital Management
Dustin TenBroeck
[email protected]
媒体联系人：
普雷西迪奥资本管理公司
达斯汀·滕布鲁克
[电子邮件保护]
SOURCE Presidio Capital Management
来源 Presidio 资本管理公司
