Ryan McQuilkin, CFA®, CFP®Managing Director Senior Portfolio Manager Private Client Group Wealth Management & Trust New England
As a Fixed Income Portfolio Manager at Boston Private Wealth, Mr. McQuilkin manages fixed income portfolios for individuals, families, nonprofit organizations, and institutional accounts. In addition, his responsibilities include credit analysis and trading of taxable and tax-exempt fixed income securities. Mr. McQuilkin also contributes to the formulation of fixed income strategy as a member of the Investment Policy Committee and the Asset Allocation Committee. He is also a member of Boston Private Bank’s Asset/Liability Investment Sub-Committee.
Prior to joining Boston Private Bank & Trust, Mr. McQuilkin worked at US Trust Wealth Management, where he was a Fixed Income Trader. Previously, Mr. McQuilkin worked at Columbia Management and State Street Corporation.
Mr. McQuilkin received a bachelor’s degree in mathematics with a concentration in statistics from the University of Massachusetts in Amherst. He is a CFA Charterholder and a member of the CFA Institute and the Boston Security Analysts Society. He is also a Certified Financial PlannerTM.