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Ryan Monroe

Associate Director

    Ryan is an Associate Director at Pathstone. He possesses almost 20 years of experience in relationship management, business development, and operational management. He has held operational roles with several leading financial services firms.

    Previously, Ryan was the Director of Operations at Cornerstone Capital Group (acquired by Pathstone in 2021). In this role, he led the firm’s client services operations, working closely with Cornerstone’s relationship managers to deliver high-touch, custom service. Ryan’s experience includes investment advisory/operations roles at Citi, UBS, Chase, Northwestern Mutual and AJF Financial Services.

    Ryan is a Certified Sustainable Investment Professional and holds Series 7, 63, and 65 securities licenses. He is a graduate of Pace University’s Lubin School of Business.

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    Investment Operations

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    Ryan is an Associate Director at Pathstone. He possesses almost 20 years of experience in relationship management, business development, and operational management. He has held operational roles with several leading financial services firms.

    Previously, Ryan was the Director of Operations at Cornerstone Capital Group (acquired by Pathstone in 2021). In this role, he led the firm’s client services operations, working closely with Cornerstone’s relationship managers to deliver high-touch, custom service. Ryan’s experience includes investment advisory/operations roles at Citi, UBS, Chase, Northwestern Mutual and AJF Financial Services.

    Ryan is a Certified Sustainable Investment Professional and holds Series 7, 63, and 65 securities licenses. He is a graduate of Pace University’s Lubin School of Business.