Advisory

Contact:

805/857.7628

Connect With Ryan:

Ryan Bristol '19 C-Suite Advisor Since 2019

Managing Director and Banker | J.P.Morgan Private Bank

Biography:

Ryan Bristol is a Managing Director and Banker at J.P. Morgan Private Bank’s Westlake Village office. He has over 19 years of experience in the financial industry and is responsible for advising clients on a range of personal wealth matters, including: investment management, portfolio construction, asset allocation, tax strategies, credit solutions, estate planning, pre-transaction planning and charitable giving.
Prior to joining J.P. Morgan, Ryan was a Vice President in the private client practice at Bernstein Global Wealth Management. He counseled clients on complex wealth planning issues such as pre-transaction planning for business owners, multi-generational wealth transfer, philanthropy and diversification strategies for concentrated wealth. Before Bernstein, Ryan was a Regional Vice President for Morgan Stanley and a Financial Analyst for Goldman Sachs.
Ryan is very active in the community as a board member of ACG101 and former board member of the American Red Cross in Ventura, the Investment Review Committee for the City of Thousand Oaks and the Dean’s Advisory Council for the OrfaleaCollege of Business at Cal Poly.
Ryan received his M.B.A. from the UCLA Anderson School of Management and his B.S. from Cal Poly, San Luis Obispo.

Thought Leadership By Ryan:

Pre-Transaction Planning

Four questions to ask before the sale or IPO of your business.
By Ryan Bristol | J.P.Morgan Private Bank