PROFESSIONAL // For more than 10 years Ryan Zeeb has consulted with affluent families, individuals and professionals on three continents. Ryan has experience in wealth transfer, risk management, financial and estate planning, heir preparation and investment management. His previous clients include entrepreneurs, family businesses, professional athletes, beneficiaries and executives.
Mr. Zeeb is a sought after speaker and executive coach on the topics of Heritage Planning, Building Professional Collaborative Teams, Professional Practice Development, Business Growth and Exit Strategies.
Prior to joining Camelot Portfolios, LLC, Ryan Zeeb was President of The Heritage Institute. Mr. Zeeb has helped to position The Heritage Institute as the premiere leader in the wealth consulting and wealth transfer industry. As President, Ryan led the creation of the Certified Wealth Consultant professional designation. Mr. Zeeb trained and consulted with over 400 top wealth professionals from around the world. In this effort, Ryan built strategic relationships with some of the top institutions in banking, asset management, estate planning, financial planning, executive coaching, non-profit, and marriage and family counseling.
PASSION // Ryan most enjoys coaching families, athletes and professionals to accomplish or exceed their desired outcomes while working in a team environment.
PERSONAL // Ryan graduated with his B.A. in Business Administration from Taylor University where he played baseball and later served as an Assistant Baseball Coach. He enjoys spending time with his three children, outdoor activities and is active in his local church.