Ryan Frydenlund, CIPM®

Senior Operations Manager

Ryan Frydenlund is Raffa Investment Adviser’s Senior Operations Manager and ensures that clients receive an extraordinary level of service.

Ryan works alongside the firm’s President and Chief Investment Officer to oversee portfolio management, operational, and administrative responsibilities. Ryan serves as the primary contact for many of RIA’s clients. Ryan joined RIA in 2017 and received his Certificate in Investment Performance Measurement (CIPM) designation, administered by the CFA Institute, in 2019. Ryan received his Certificate in Environmental, Social, and Governance (ESG) Investing, also administered by the CFA Institute, in 2022.

Ryan has lectured or been quoted on issues impacting nonprofit investing for the following organizations: Marcum’s Nonprofit Learning Community, the American Society of Association Executives (ASAE), and Association TRENDS.

Ryan graduated from Wake Forest University with a Bachelor of Science in Finance. Ryan’s career began in 2014 at Cambridge Associates, LLC where, as an Investment Operations Analyst, he prepared research materials for use in investment appraisal, created capital markets exhibits, and answered stakeholder inquiries as a subject matter expert on investment fund intricacies. Ryan has served as a panelist for a CFA Society of Washington DC conference on Portfolio Management Software. Ryan is a member of the CFA Society of Colorado. Ryan is an investment adviser representative of RIA.

Previous Experience

Investment Operations Analyst, Cambridge Associates, LLC

Industry Involvement

Member, CFA Society of Colorado

Member, CFA Institute

CFA Society of Washington, D.C. Featured Speaker – Portfolio Management Software

Professional Certifications

Series 65

Certificate in Investment Performance Measurement CIPM ®

Certificate in Environmental, Social, and Governance (ESG) Investing

Education

Wake Forest University, B.S., Finance