Ryan Berube

About Ryan

Ryan Berube, managing director and wealth advisor, leads a team focused on strategic wealth management solutions for wealthy individuals and families, corporate executives, entrepreneurs, family offices, and foundations.

As a CFP^® with more than three decades of experience, Ryan helps clients navigate the intricacies unique to their financial position by developing tailored wealth strategies. From custom portfolio construction to tax mitigation, legacy planning to risk management, liquidity solutions to complex estate planning, Ryan serves as his clients’ primary trusted advisor. Clients value Ryan’s macro and micro perspectives, ensuring successful execution of long-term strategy with the flexibility to incorporate tactical opportunities.

Previously leading wealth management teams at UBS, Credit Suisse, U.S. Trust, and J.P. Morgan, Ryan works with families across the country.

Recognized as an industry leader, Ryan and his team were named as Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026.¹

Ryan earned a B.B.S. in finance and a B.B.A. in history from Southern Methodist University.

An Olympic gold medalist, Ryan anchored the U.S. 1996 4x200m freestyle relay in Atlanta, was named the 1996 NCAA Swimmer of the Year, and is a 26-time NCAA All-American swimmer. He leads the Dallas chapter of Swim Across America, helping raise more than $3 million to fund critical Phase I clinical trials in the fight against cancer.

Ryan lives in Dallas with his wife and two sons; one is an All-American NCAA D1 swimmer and the other is a nationally ranked youth rower.

¹ The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.