Ryan Lackey, CFA

Senior Client Service Associate

Joined
GW&K
2019

Industry
Experience
7 Years

Responsibilities

Ryan is a member of our client service team responsible for servicing GW&K’s private clients.  He collaborates closely with clients to execute tailored investment solutions, focused on each client’s overall investment objectives and preferences.

Prior Work Experience

Previously, Ryan was a client service associate on GW&K’s national accounts team. Prior to joining GW&K, Ryan worked for Rhumbline Advisors in investment operations overseeing transactions and identifying risk opportunities for clients.

Education

Ryan graduated from Saint Anselm College with a BA in finance.  He is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston.

Outside of work
Outside of work, I’m a big proponent of financial literacy and education. I love helping my friends and family learn more about investing. I’ve always had an interest in financial markets and I’m eager to apply that passion to my responsibilities at GW&K by continuing to help clients achieve their investment goals and objectives.

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