Advisory Team


Ryan Thomason, CFA

Portfolio Manager and Wealth Advisor

Ryan Thomason serves as the Portfolio Manager and a Wealth Advisor for Optivest. He leads manager due diligence and investment strategy and research at the firm, manages day-to-day investments, and is a member of the investment committee.

Prior to joining Optivest in 2020, Ryan co-managed over $2 billion in various asset classes on behalf of high-net-worth individuals at City National Rochdale in Los Angeles.

Ryan obtained his bachelor’s degree in business economics with a minor in sports management from the University of California, Santa Barbara. He is a CFA charterholder.

Outside the office, Ryan enjoys cooking, traveling, hiking, and running. He ran his first marathon in 2018 and hopes to run another one soon. Ryan also enjoys a round of golf with friends when able.

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Our Team
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