Ryan Walker

Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 04/2019
  Merrill Lynch
  Atlanta, GA
• 04/2019 → 10/2021
  Berman Capital Advisors, Llc
  Atlanta, GA
• 10/2021 → 04/2023
  Cresset Asset Management, Llc
  Atlanta, GA
• 04/2023 → Present
  Cresset Asset Management, Llc
  Atlanta, GA

Previous Registrations

• 2019-08-15 → 2021-10-19
  Berman Capital Advisors, Llc
  Atlanta, GA
• 2015-01-05 → 2019-04-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Other Businesses

As of 04/2022, Mr. Walker serves as trustee for certain client accounts, providing general administrative and fiduciary services. This endeavor is not investment related. Mr. Walker devotes 1-5 hours per month in this capacity, some of which may occur during securities trading hours. Columbia Theological Seminary; investment-related; 701 S Columbia Dr. Decatur, GA 30030; Seminary; Investment Committee Member for CTS endowment; start date: 08/2026; 1-5 hours per month, some of which may occur during securities trading hours; provide feedback to endowment on investment recommendations made by third-party institutional consultant.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-31

Designations

• Chartered Financial Analyst

Other Names

• Ryan Dau Walker