Ryan McLaughlin
Compliance Officer bij Matterhorn Capital Advisors LLC
Profiel
Ryan McLaughlin is a Partner and the Chief Operating Officer and Chief Compliance Officer of Matterhorn Capital Partners.
In this role he leads the operations, compliance, and client service efforts for the firm.
With over 18 years of investment experience, Ryan was most recently a Partner with Permit Capital Advisors, LLC (now part of Cerity Partners) where he served as a Portfolio Manager and Investment Strategist, as well as assisted in the administration of internally created private funds and special purpose vehicles.
Prior to Permit, Ryan held roles as the Director of Research at McCabe Capital Managers (now part of Drexel Morgan & Co.), as a Financial Analyst at myCIO Wealth Partners, and as a Senior Associate at Ernst & Young.
Ryan received his Bachelor of Science in both Accountancy and Business Administration, Cum Laude, as well as his Master of Taxation, Cum Laude, from Villanova University.
Ryan holds the Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Certified Financial Planner® (CFP®), and Chartered Alternative Investment Analyst (CAIA) designations.
He is a member of the CFA Institute, CFA Society of Philadelphia, Alternative Investment Management Association, and the American Institute of Certified Public Accountants.
Actieve functies van Ryan McLaughlin
| Bedrijven | Functie | Begin |
|---|---|---|
Matterhorn Capital Advisors LLC
 Matterhorn Capital Advisors LLC Investment ManagersFinance Matterhorn Capital Advisors LLC (Matterhorn Capital) is a private equity firm founded in 2020 by Louis (Trey) Ott. The firm is headquartered in West Conshohocken, Pennsylvania. | Compliance Officer | 01-05-2020 |
Eerdere bekende functies van Ryan McLaughlin
| Bedrijven | Functie | Einde |
|---|---|---|
Permit Capital Advisors LLC
 Permit Capital Advisors LLC Investment ManagersFinance Permit Capital Advisors LLC (PCA) is a wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2011 and is a subsidiary of Cerity Partners LLC. PCA manages client assets and serves an ultra-high-net-worth clientele. | Private Equity Investor | 01-05-2020 |
Drexel Morgan Capital Advisers, Inc.
 Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Directeur van Onderzoek - Eigen Vermogen | 23-08-2010 |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Opleiding van Ryan McLaughlin
| Villanova University | Graduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
Drexel Morgan Capital Advisers, Inc.
Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Finance |
Matterhorn Capital Advisors LLC
Matterhorn Capital Advisors LLC Investment ManagersFinance Matterhorn Capital Advisors LLC (Matterhorn Capital) is a private equity firm founded in 2020 by Louis (Trey) Ott. The firm is headquartered in West Conshohocken, Pennsylvania. | Finance |
Permit Capital Advisors LLC
Permit Capital Advisors LLC Investment ManagersFinance Permit Capital Advisors LLC (PCA) is a wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2011 and is a subsidiary of Cerity Partners LLC. PCA manages client assets and serves an ultra-high-net-worth clientele. | Finance |
