Ryan Parker
Director/Board Member at LEFTERIS ACQUISITION CORP.
Profile
Mr. Ryan C.
Parker is a Chief Executive Officer at EP Wealth Advisors LLC and a Principal & Owner at Parker Perspectives LLC.
He is on the Board of Directors at Lefteris Acquisition Corp.
Previously, Mr. Parker was President & CEO of Wealth Management at Citizens Bank, CEO of Edelman Financial Services, and a Managing Director at LPL Financial.
Before turning his focus to wealth management, he began his career on the asset management side at Putnam Investment, Franklin Templeton Investments, and Russell Investments.
Mr. Parker has been active in other parts of the industry as well, previously serving as Vice Chairman for Lefteris Acquisition Corp.
and as an advisor to various private equity, venture capital, and management consulting firms.
He earned a B.A.
from the University of Michigan, and a Certificate in Finance and Accounting from Stanford Graduate School of Business
Ryan Parker active positions
Companies | Position | Start |
---|---|---|
LEFTERIS ACQUISITION CORP. | Director/Board Member | - |
Parker Perspectives LLC | Corporate Officer/Principal | 01/01/2020 |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Chief Executive Officer | 01/07/2021 |
Former positions of Ryan Parker
Companies | Position | End |
---|---|---|
CITIZENS FINANCIAL GROUP, INC. | Corporate Officer/Principal | 01/06/2021 |
Edelman Financial Services LLC
Edelman Financial Services LLC Investment ManagersFinance Edelman Financial Services LLC provides investment advice. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Chief Executive Officer | 01/12/2018 |
Investment Program Association | Director/Board Member | 01/06/2016 |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 01/05/2016 |
LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | 01/05/2016 |
Training of Ryan Parker
University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 3 |
---|---|
LPL FINANCIAL HOLDINGS INC. | Finance |
FRANKLIN RESOURCES, INC. | Finance |
CITIZENS FINANCIAL GROUP, INC. | Finance |
Private companies | 9 |
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Edelman Financial Services LLC
Edelman Financial Services LLC Investment ManagersFinance Edelman Financial Services LLC provides investment advice. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Russell Investment Management LLC
Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Finance |
Lefteris Acquisition Corp.
Lefteris Acquisition Corp. Financial ConglomeratesFinance Lefteris Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination. The company was founded on August 20, 2020 and is headquartered in Boston, MA. | Finance |
Parker Perspectives LLC | |
Russell Investments Group LLC
Russell Investments Group LLC Financial ConglomeratesFinance Part of Russell Investment Management LLC, Russell Investments Group LLC provides investment services. The company is based in Vancouver, Canada. | Finance |
Investment Program Association | |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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