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Ryan Morfin

CEO at Wentworth

Ryan Morfin is a former CEO of Wentworth Management Services, a broker-dealer aggregator. He served as Wentworth's CEO from 2016 until January 2022, when he stepped down voluntarily.3 Morfin has a background in wealth management and investment banking.

Key points about Ryan Morfin:

  1. Career highlights:

    • Founded and led Wentworth Management Services, which grew to become the 20th largest independent US wealth management firm by revenues.1
    • Currently serves as CEO of Lowndes Square (LSQ), an asset management firm.1
    • Previously held roles at IronGate Capital Advisors and Maroon Capital Group.4
  2. Education:

    • Graduated from the University of Chicago with a BA (1998-2002).4
  3. Professional activities:

    • Entrepreneur-In-Residence at the National Minority Supplier Development Council (NMSDC).1
    • Board member for various organizations, including the Hispanic Wealth Project and FRIENDS (Friends of the American Latino Museum).1
  4. Recent developments:

    • In November 2023, Morfin accepted a five-month suspension and a $10,000 fine from FINRA for allegedly violating rules related to registration and engaging in certain activities without proper licensing.35
  5. Personal background:

    • Grew up outside of Gary, Indiana.2
    • One of the most senior Latino executives in wealth management in the United States.2

Morfin is known for his focus on company values, team building, and community involvement.2 He has also authored a book titled "Energy, 21 Uncomplicated & Easy Tips to Start Your Day Energized".1

Highlights

Aug 16 · thediwire.com
FINRA Fines and Suspends Former CEO of Wentworth Management ...
FRIENDS Announces New Board Members
FRIENDS Announces New Board Members
Mar 19 · advisorhub.com
Broker-Dealer Aggregator Wentworth Finally Goes Public in SPAC ...
Nov 2 · advisorhub.com
Finra Fines, Suspends Former CEO of Broker-Dealer Aggregator ...
Sep 29 · dallasexpress.com
Ryan Morfin is Betting on a Bright Future, and Working to Make it ...
Ryan Morfin is Betting on a Bright Future, and Working to Make it ...

Related Questions

What inspired Ryan Morfin to start Wentworth Management Services?
How did Ryan Morfin's leadership style contribute to Wentworth's growth?
What are the core values that Ryan Morfin emphasizes at Wentworth?
How did Ryan Morfin's background influence his approach to wealth management?
What challenges did Ryan Morfin face while growing Wentworth?
Ryan Morfin
Ryan Morfin, photo 1
Ryan Morfin, photo 2
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Location

Brooklyn, New York, United States