Ryan J. Catanese, CPA, CFP®

Senior Wealth Advisor, Managing 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

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