Ryan Bentzen
Chief Executive Officer & Founder at RC Wealth Management | Phoenix, Arizona, United States
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Ryan Bentzen, as the Chief Executive Officer and Founder of RC Wealth Management, brings over two decades of extensive experience in the financial services industry, focusing on empowering retail investors to achieve their financial aspirations. His unique background, which includes significant tenure working with institutional and accredited investors, equips him with a nuanced understanding of market dynamics and investment strategies. This expertise is pivotal in delivering a high level of customer service, ensuring that clients receive tailored solutions that align with their financial goals.
At RC Wealth Management, Ryan has established a Private Family Office that specializes in long-only equity portfolios for accredited investors. His strategic focus on global diversification and high-yield equities has proven successful, evidenced by an impressive annualized time-weighted return (TWR) of 8.0% from January 31, 2009, to December 31, 2019, with a remarkable TWR of 13.8% in fiscal year 2019 alone. This performance underscores his commitment to leveraging innovative investment strategies that prioritize sustainable growth.
In addition to his investment acumen, Ryan possesses a diverse skill set that includes customer acquisition, international business, and electronic trading. His proficiency in navigating complex regulatory frameworks, such as the Investment Company Act and 3c7 regulations, further enhances his ability to serve clients effectively. Ryan's deep understanding of international economics and Japanese business culture allows him to engage with a global clientele, fostering relationships that transcend borders. Through his leadership at RC Wealth Management, Ryan Bentzen continues to redefine the investment landscape, making financial success accessible to a broader audience.
Chief Executive Officer & Founder at RC Wealth Management in January 2009 to Present
Chief Compliance Officer & Risk Manager at Prospect Asset Management in April 2006 to April 2008
Analyst at Ilios Partners in January 2003 to January 2006
Business Analyst Consultant at Plum RHINO Consulting, LLC in January 2002 to January 2003
Junior Analyst at Glenmede in January 2001 to January 2002
First Vice President Intern at Salomon Smith Barney Holdings Inc. (NYSE: SB) in January 1995 to January 2001
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CRM Software
Custodian Banks
Alternative Investments
Account Management
Business Relationship Management
Supervisory Management
Attention to Detail
Family Wealth Management
Service Orientation (Social)
Presentations
Private Wealth Management
Coaching
Market Development
Sales Management
Financial Sales
Interpersonal Skills
Risk Tolerance
Prime Brokerage
Brokerage
Sales Prospecting
Sales Processes
Financial Planning
Financial Goals
Customer Relationship Management (CRM)
Corporate Actions
Back Office Operations
Analytical Skills
Federal & State Regulatory Compliance
Trading Strategies
Compliance Regulations
Wealth Management Services
Mutual Funds
Customer Satisfaction
Investment Portfolios
Financial Markets
Market Risk
Trading
Microsoft Office
Customer Service Management
Global Regulatory Compliance
Investment Management
Financial Advisory
FINRA
Customer Service
Problem Solving
Securities
Investing
Series 66
Financial Modeling
Financial Services
Relationship Building
Customer Acquisition
FINRA - Securities Industry Essentials (SIE)
International Business
International Economics
Finance
Economics
Sales
Inventory Management
Sales Commission
Logistics Management
Investments
Financial Analysis
Portfolio Management
Stocks
Risk Management
Investment Strategies
Management Systems
Regulatory Compliance
Banking
Trade Compliance
Due Diligence
Bloomberg
Advent
Axys
Portfolio Optimization
Portfolio Performance Analysis
Modern Portfolio Theory
Investment Advisory
Investment Banking
Foreign Investment
Equities
Dividends
Hedge Funds
3c7
Investment Company Act
Investment Advisor Compliance
RIAs
JREIT
Japanese Business Culture
Business Japanese
Japanese Market
Foreign Exchange (FX) Trading
Trading Systems
Electronic Trading
Equity Trading
Proprietary Trading
Strategic Thinking
Creativity Skills
Creative Problem Solving
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What is Ryan Bentzen email address?
Email Ryan Bentzen at [email protected]. This email is the most updated Ryan Bentzen email found in 2026.
How to contact Ryan Bentzen?
To contact Ryan Bentzen send an email to [email protected].
What company does Ryan Bentzen work for?
Ryan Bentzen works for RC Wealth Management
What is Ryan Bentzen's role at RC Wealth Management?
Ryan Bentzen is Chief Executive Officer & Founder
What is Ryan Bentzen's Phone Number?
Ryan Bentzen's phone (602) ***-*776
What industry does Ryan Bentzen work in?
Ryan Bentzen works in the Retail industry.
Ryan Bentzen Email Addresses
Ryan Bentzen Phone Numbers
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