The Dowling Group, a Greenwich based financial advisory firm, announced today that W. Joseph Ryan, ChFC has joined the firm as a managing partner and has been named Chief Investment Officer. In this role, Ryan will be responsible for overseeing the firm’s investment process, managing portfolios and working with clients to design customized investment solutions based upon their needs.
Prior to joining The Dowling Group, Ryan was founder and CEO of WJR Financial, LLC; a registered investment advisor based in Southport, Connecticut. He started WJR Financial in 2004 focusing on providing clients with independent, unbiased financial advice and strategic investment management. Prior to WJR Financial, Joe was a Senior Vice President with Mutual of America. Ryan began his financial services career in 1998 and has spent his entire career working with individuals, families and institutions on investment management and portfolio strategies.
Sean Dowling, CEO of The Dowling Group, stated: “As we continue to grow, I am very pleased that Joe Ryan is joining our firm. Our clients are sophisticated investors who often request specialized investment strategies. Joe brings with him a tremendous amount of portfolio and investment management expertise which will benefit our current clients as well as those looking for a wealth management firm that provides outstanding customer service and superior results.”
Joe Ryan commented: “I am excited to be joining The Dowling Group at this time. They have done an incredible job of building a first-class financial planning and investment firm and we are excited to continue to expand the investment capabilities. The fact that The Dowling Group has such an outstanding reputation in Fairfield and Westchester Counties means that I am joining a firm whose expertise is already recognized for the services it provides its clients.”
Joe Ryan graduated from Babson College, majoring in Entrepreneurial Studies with a focus on finance and investment management. He holds the Chartered Financial Consultant (ChFC) designation from The American College.
The Dowling Group is a prominent wealth management firm based in Greenwich, Connecticut. Their team of award winning professionals are experts in assisting clients with family office wealth management, income tax preparation, investment management, financial planning and risk management. Established in 1979, today The Dowling Group is a second-generation family owned firm. They have been awarded “Top Wealth Manager” by Westchester Magazine every year since 2013. For more information, please visit: thedowlinggroup.com.
