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Ryan Mitchell, CAIA

San Diego, CA

Ryan Mitchell is an independent wealth manager, providing comprehensive, high-touch wealth management for a select group of high-net-worth and ultra-high-net-worth individuals and families. 

Ryan brings more than two decades of experience across institutional finance and private wealth management. He began his career in 2001 as a proprietary equities trader, developing a deep understanding of capital markets that continues to inform his investment approach. He later advised high- and ultra-high-net-worth clients at Goldman Sachs and BNY Mellon Wealth Management, serving as a lead portfolio and relationship manager across complex client situations involving multi-asset portfolios, concentrated positions, and advanced planning strategies. 

Ryan is a six-time recipient of the Five Star Wealth Manager Award*, a distinction awarded to approximately 7% of wealth managers in the San Diego area based on objective criteria including client retention, credentials, and regulatory history. 

He holds a B.A. in Business Economics from the University of California, Santa Barbara, serves on the Finance Team at North City Presbyterian Church, and lives in San Diego with his wife and two children. 

Five Star Wealth Manager Award Disclosure: Award issued by Five Star Professional (FSP) on 12/01/2025 for the evaluation period 02/12/2025–08/01/2025. A self-completed questionnaire was used for rating. 2,663 San Diego-area wealth managers were considered; 187 (7%) were selected. The award is not indicative of future performance or investment success. Wealth managers do not pay a fee to be considered; however, a fee is required for use of marketing materials. For more information, visit www.fivestarprofessional.com.

Check the background of this investment professional on FINRA’s BrokerCheck.