Ryan A Green, MBA, CFP®
Founder/Chief Investment Strategist
Ryan was born and raised in Scottsbluff, Nebraska and has lived in Colorado for the last 22 years. Ryan and his wife Jennifer have two children, Maxwell (8) and Charlotte (6).
He earned his Bachelors of Science degree in Business Administration (Major) and History (Minor) in 1998 from the University of Nebraska-Lincoln. He completed his Masters in Business Administration(MBA) with an emphasis in Finance/Accounting *With Honors in 2002 at Regis University in Denver, CO.
In August of 2016, he earned the CFP® designation (Certified Financial Planner, please click on DISCLOSURES link for additional information). He also obtained many professional licenses administrated by the Financial Industry Regulatory Authority known as FINRA. These licenses include Series 6, Series 7, Series 24 (General Securities Principal), Series 63, and Series 65 licenses. Ryan passed Level One of the CFA (Chartered Financial Analyst) Exam in 2006.
Ryan has been working with investments for more than 24 years. Prior to founding Sky Ridge Wealth Management LLC, he was a Vice President - Financial Consultant at Charles Schwab. Ryan provided investment advice to high net worth households ranging from $500k to $15 Million in assets with Charles Schwab. Before Charles Schwab, he worked for Ziegler Wealth Management as a Financial Advisor. Ziegler specialized in underwriting municipal bond offerings for Faith Based Senior Living Retirement Communities, along with Church and School taxable bond issues.
He worked for Janus Capital Group (Janus Funds) in multiple roles from 2004-2009. At Janus, Ryan worked directly with Portfolio Management as a Money Market/Short Term Fixed Income Trader. The Janus investment team managed more than $25 Billion of short-term fixed income securities for Institutional Clients. He also managed their Institutional Money Market Operations Team.
He worked at Columbia Funds and Thomson Reuters/Lipper from 2000-2004. This included working with Small Businesses as their Retirement Plans Specialist. He was also the Growth Mutual Fund Specialist (liaison between Portfolio Management and Operations Center at Columbia Funds.)
Ryan has extensive experience working with Mutual Funds, Stocks, Municipal (Tax-Free) and Taxable Bond issues, ETFs (Exchange Traded Funds), REITS (Real Estate Investment Trusts), MLPS (Master Limited Partnerships), Options, Commercial Paper, CDs (Certificate of Deposit), Life Insurance, and Annuities.
John R Ferguson
Portfolio Manager
John was born in Denver, and along with his family, has spent most of his life in Colorado.
He earned bachelor’s degrees in Business and English from Metropolitan State University of Denver, graduating summa cum laude.
He also obtained several professional licenses throughout his career. These licenses include Series 6, Series 7, Series 63 and Series 65 licenses (FINRA).
John has been working in the investment industry for over 20 years. Prior to joining Sky Ridge Wealth Management LLC, he worked for a Registered Investment Advisor in Denver from 2016-2020 managing client portfolios and providing financial planning services for wealthy individuals and families throughout Colorado.
He worked at Charles Schwab from 1997—2015 in several roles, including Vice President – Financial Consultant and Sr. Portfolio Consultant in the Schwab Private Client service. In these roles John managed client portfolios and provided a broad range of financial planning services for high-net-worth households ranging from $500K to $15 Million in assets with Charles Schwab.
John has extensive experience working with Mutual Funds, Stocks, Municipal (Tax-Free) and Taxable Bonds, ETFs (Exchange Traded Funds), REITS (Real Estate Investment Trusts), MLPS (Master Limited Partnerships) and CEFs (Closed-End Funds).