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Ryan Fortier, portrait

Ryan Fortier

Member and Board of Managers Member at Waldron Private Wealth

Firm officerUpdated

Ryan Fortier has been Member and Board of Managers Member of Waldron Private Wealth, LLC, a Bridgeville, PA investment adviser managing $5.5B, since January 2018.

8
Years in role
$5.5B
Firm AUM
517
Firm clients
47
Firm advisers

From Form ADV filed 1 October 2026Form ADV

Career

Ryan Fortier is a control person of Waldron Private Wealth and directly owns under 5% of it. Ryan Fortier holds an Aerospace in Aeronautical and Astronautical Engineering degree from Virginia Tech.

Waldron Private Wealth is an investment adviser based in Bridgeville, PA, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $5.5 billion, as filed on 1 October 2026. Its fees, ownership and offices are on the firm’s profile.

Ryan Fortier is Partner and Chief Operating Officer of Waldron Private Wealth. For more than 12 years, he has been responsible for leading operations, client service, and technology across Waldron. Before joining Waldron, he served as a flight engineer supporting F/A-18 fighter jets at the VX-23 test squadron at Patuxent River Naval Air Station for Boeing Company.

Key facts

CRD
5982796
Firm
Waldron Private Wealth · CRD 131063
Role
Member and Board of Managers Member
In role since
January 2018 · 8 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Bridgeville, PA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
waldronprivatewealth.com

Common questions

Where does Ryan Fortier work?

Ryan Fortier has been Member and Board of Managers Member of Waldron Private Wealth, LLC since January 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 1 October 2026

How can I verify Ryan Fortier’s record?

Ryan Fortier’s role is listed on Waldron Private Wealth, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 131063.

Source: Form ADV, Schedule A, filed 1 October 2026

Leadership at Waldron Private Wealth

Sources

  1. IAPD individual lookup, CRD 5982796, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Waldron Private Wealth, LLC, filed 1 October 2026. Title, control and ownership bands.
  3. Waldron Private Wealth team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
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