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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Ryan Nauman
Market Strategist at Zephyr


As Zephyr’s Market Strategist, Nauman provides thought provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

Ryan Nauman is the host of the popular Adjusted for Risk podcast. He is a well-respected investment industry strategist regularly featured on TD Ameritrade Network, Yahoo! Finance, Bloomberg TV, Bloomberg Radio and Chuck Jaffe’s Money Life podcast. His opinions and market expertise have been published in Reuters, CNBC, Bloomberg,, Yahoo! Finance, and the Wall Street Journal.

Prior to joining Zephyr, Nauman served as lead Investment Manager for a large financial planning practice. He also spent several years as an investment analyst conducting manager due diligence and creating mutual fund lineups for over 100 Plan Sponsors while overseeing $1 billion in defined contribution plan assets.

Agenda Sessions

  • Welcome

  • Investing in SMAs to grow your AUM and personalize your client’s investment journey