Ryan P. Johnson, CFA, CFP®

Ryan P. Johnson, CFA, CFP®

Ryan P. Johnson joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As the Associate Director of Portfolio Management at Waverly, Ryan brings over 20 years of experience in Portfolio Management and Stock Research to the team. He has always focused on helping clients grow, protect, and save their financial resources. Ryan’s career began as a portfolio manager in a bank trust department, and he later became a buy-side analyst focused on Consumer stocks. Ryan joined Buckingham in 2014 to use both skill sets, ultimately becoming their Managing Director of Investments. He has a Bachelor of Science degree in Business with a major in Financial Services from Wright State University, and he has earned the Chartered Financial Analyst® and Certified Financial Planner designations.

Ryan stays busy with three children who compete on a year-round swim team and participate in recreational soccer, basketball, and softball. If there is spare time, travelling with his wife, kids, and dog Gizmo is their favorite thing to do.

Education

  • Bachelor of Science degree in Business
  • Wright State University, Dayton, OH
  • Chartered Financial Analyst
  • CFA Institute, Charlottesville, VA
  • Certified Financial Planner
  • CFP Board, Washington DC

Professional Affiliations

  • CFA Society Dayton

Community Involvement

  • Supports early childhood literacy

Ask Me About:

  • Tax-sensitive portfolio management
  • Managing around concentrated stock positions
  • Avoiding wash sales
  • Roth IRAs for generational wealth
  • A dessert called rugelach
  • Once owning over 500,000 baseball cards
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