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Ryann A. Marotta

Senior Portfolio Advisor

Ryann A. Marotta

MEET OUR EXPERT

Expertise

Ryann Marotta, CFA, CFP® is a Senior Portfolio Advisor for the Austin team, responsible for the oversight and implementation of sophisticated investment strategies on behalf of clients. In her role, Ryann focuses on developing relationships with clients to understand their unique financial situations, leveraging her deep expertise in markets and investments to deliver portfolio solutions that are in the best interests of clients and align with their core values and goals.

Experience

Ryann previously served as a Senior Wealth Manager at an Austin-based boutique wealth management firm. She also held positions with Wells Fargo and served as a Senior Vice President for Vested Finance, overseeing the finance and operations for an emerging education technology marketplace. Ryann has also been a featured speaker on markets and investments and contributing columnist for the Journal of Financial Planning.

Community Involvement

In addition to her role at Northern Trust, Ryann advocates for excellence, professionalism, and diversity in the investment industry through a variety of personal endeavors. Ryann is a recent Past President and current board member of the CFA Society Austin as well as Secretary for the CFA Societies Texas. Ryann is an active member of the Junior League of Austin where she has volunteered extensively on behalf of several local nonprofits.

Education

Master of Arts in International Business from the University of Florida. Bachelor of Science in Business Administration from the University of Florida.

Credentials

CFA Charterholder. CFP Certificant.

*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.