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RIA Edge
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Ryan Donovan
Senior Vice President at Orion Advisor Technology

Profile

Ryan Donovan, Senior Vice President, Business Development, joined Orion in June 2014 and serves advisors in the Northeast region of the United States.

Mr. Donovan joined Orion after spending more than ten years at Citigroup, where he held various leadership roles within Operations, Client Service and Sales. He began as an Analyst before becoming a Vice President within the firm's Financial Institutions Group. Mr. Donovan served as a trusted advisor for senior executives across a diverse range of financial institutions, including investment advisors and wealth managers. Mr. Donovan successfully developed front-, middle- and back-office solutions addressing the challenges facing investment advisors in the ever-changing financial services landscape.

Mr. Donovan began his career working at Fischer Francis Trees & Watts ("FFTW"), a fixed-income investment advisor based in New York. While at FFTW, Mr. Donovan led the operational design, testing and deployment of an institutional order management system, trade administration dashboard and global accounting platform.

A New York native, Mr. Donovan holds a BS in Finance from Bentley University in Waltham, Massachusetts and is an active member of the Financial Planning Association

Agenda Sessions

  • The Convergence of WealthTech and Investment Management: The New “Efficient Frontier”

    9:40am

Speakers at this event