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SAN DIEGO, April 04, 2019 (GLOBE NEWSWIRE) -- Beta Asset Management, the institutional division of Beta Wealth Group, is pleased to announce the addition of Ryan Ballantyne as Director, Business Development. Ryan is responsible for expanding the firm’s institutional footprint to wealth managers and other third-party money managers.
“We are so thrilled to have Ryan join our dynamic Beta family,” said Jodi Vleck, Founder and CEO of Beta Wealth Group and Beta Asset Management. “We have been preparing to expand our business for years, adding an institutional investment division to Beta. We knew that we first needed to have the right people in place in order to ensure a smooth and successful business launch. Having known Ryan professionally for years, we knew that he was the absolute perfect fit for this new position, and we are honored that he’s made Beta his new home.”
“I have followed Beta for years and have been impressed with their philosophy that a blanket investment approach is not a long-term formula for client success. Investments aren’t a one-size-fits-all solution,” said Ryan. “I’m excited to work with such a dedicated team, and to help other institutional money managers incorporate innovative solutions designed to increase their clients’ return objectives.”
Ryan has been in the financial services industry for more than 25 years. Prior to joining Beta Asset Management, Ryan helped to build an innovative asset management company focused on creating alternative ETFs in nascent asset classes. Ryan has an extensive background in capital markets, with a career tenure that includes positions at some of Wall Street’s biggest firms, including Susquehanna International Group, Deutsche Bank and Smith Barney Inc. Ryan has opened and managed several cash and derivative trading desks during his career and has extensive management and business development experience.
Ryan holds an MBA from San Diego State University and a BA in Economics from St. Lawrence University.
To reach Ryan directly, please email him at Ryan@BetaWealthGroup.com, or call 858.207.3377.
About Beta Asset Management
Beta Asset Management (“Beta") provides option-enhanced portfolio management, hedging and customized overlay solutions to institutions and wealth management companies. Beta seeks to help advisors mitigate market risk, enhance returns and protect investor capital in their clients’ already diversified portfolios. Beta Asset Management is an institutional division of Beta Wealth Group, a San Diego-based independent SEC-registered investment advisor, serving clients since 2009. For more information, please call 858.207.3375 or visit www.BetaAssetManagement.com.