Ryan Arnez Monroe

Client Services Coordinator

Ryan is the Client Services Coordinator at Cornerstone Capital Investment Advisory (CCIA) and is responsible for supporting our investment advisory clients, operations functions, and business development needs.

Ryan comes to Cornerstone with fourteen years of relationship management, business development and project management experience acquired through various client-facing roles within wealth management and affluent retail banking.  He is a Certified Sustainable Investment Professional, possesses Series 7, 63, and 65 securities licenses, and is a graduate of Pace University’s Lubin School of Business.  Ryan’s experience includes financial advisory roles at Citi, UBS, Chase, Northwestern Mutual and AJF Financial Services.