NerdWallet Wealth Partners

Ryan is the founder and CEO of NerdWallet Wealth Partners and a Chartered Financial Analyst^®with more than 20 years of experience in wealth management. He holds an MBA in Investment Management from Vanderbilt University. He's a former child actor, he's still a current SAG cardholder.

William is one of the founding members of NerdWallet Wealth Partners. A CERTIFIED FINANCIAL PLANNER^®, he brings more than 10 years of wealth management experience from Capital Group, BNY Mellon Wealth Management, and Fidelity Institutional Asset Management. He holds a BS in Finance and Economics from Providence College and a Certificate in Financial Planning from New York University. Outside the office, he's an avid golfer, hiker, and snowboarder.

Tracey has 18 years of experience in the financial industry, including eight years in wealth management. Before joining NerdWallet Wealth Partners, she worked at Capital Group and holds a J.D. from the University at Buffalo Law School. She's passionate about helping women-led households and non-traditional families build financial plans that reflect their actual lives. Even though she commutes four times a week from Fairfield, CT to NYC, she still makes it to her 5 a.m. OrangeTheory class.

Peter is a CERTIFIED FINANCIAL PLANNER^® who has spent 10 years in wealth management. A graduate of Providence College, he previously worked at BNY before joining NerdWallet Wealth Partners. Peter is a former high school ice hockey coach who still plays in his free time, the middle child of five siblings and shares his home with his wife and two dogs, Rosie and Frank.