Ryan J. Catanese, CPA, CFP®
Wealth Advisor, Director
Experience
- 5+ years in financial services
Highlights
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Co-Chair of MAI’s Young Professionals Group
- American Heart Associate Young Professionals Board from 2013-2015 member
Designations
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Public Accountant
Work Experience
- Joined the firm in 2016 and facilitates the integration of wealth management services including tax, investment management, insurance, estate planning, and financial planning for professional athletes, coaches and retired athletes
- Worked at PwC in various tax compliance roles and at the Riverside Company as a Private Equity Fund Accountant
Life Outside of MAI
- Co-Chair of MAI’s Young Professionals Group
- Member of the American Heart Associate YP Board for 2013-2014
- Volunteer 8th grade basketball coach at Gesu Catholic School from 2012-2016
- Volunteer CFO for Honduran Children’s Rescue Funds 501c3
- Lives with wife, Sara, and children, Archie and Avery, in Lakewood, OH
Education
- Otterbein University, BA in Accounting and Sports Management