The Rice Partnership hires Portfolio Manager Ryan Luna
–The Rice Partnership has announced that Ryan Luna has joined its wealth management team as Portfolio Manager. He will be based at the firm’s California office in downtown San Luis Obispo.
Luna has worked in the investment industry for over 16 years. For the past three years, he was a Portfolio Manager for a $10.5 billion investment advisor in Southern California where he managed multi-asset portfolios, as well as coordinated trading, operations, marketing, and compliance groups. He has previously held portfolio management roles with Nuveen Investment affiliates Nuveen Asset Management and Tradewinds Global Investors.
“Ryan has proven he knows how to balance performance and risk across a broad range of portfolios,” says Senior Wealth Manager and Portfolio Manager Ashley Wilken. “He brings a high level of expertise to the table and we’re excited to make his valuable experience available to our clients.”
Luna graduated from the University of Southern California with an MBA in finance and two BA degrees from the University of California, Riverside.
He recently passed the Certified Investment Management Analyst certification exam, administered by Investments & Wealth Institute, and taught in conjunction with Yale School of Management.
The Rice Partnership is a boutique wealth management firm headquartered in Honolulu with offices in Maui and San Luis Obispo. The firm offers holistic wealth management services including asset management, family office, and financial advisory.