![]() We listen to our clients and have prompt response time to any kind of inquiry. What sets us apart from the large, corporate firms is our accessibility and exceptional client services. We are a boutique firm and we pride ourselves on handling unique situations that larger companies may find too intricate to manage. We take a customized approach to investment management, and offer tailored solutions to address each individual scenario. This strategy involves focusing on the changes in future earnings expectations and identifying companies that sell below their intrinsic value. Now at SilverOak Investments, he assists clients and trusted professional partners by managing their assets through a customized “process driven” investment approach. Prior to starting SilverOak Investments, Ryan was a First Vice President and Portfolio Management Director with Morgan Stanley in Newport Beach. Morgan Stanley acquired Smith Barney shortly thereafter. Hear their stories and learn about how they are redefining the terms of success. Diversity & Inclusion Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Across all our businesses, we offer keen insight on today's most critical issues. Ryan joined Smith Barney in 2008 to pursue his goal of working in portfolio management on a discretionary basis. At Morgan Stanley, we lead with exceptional ideas. He became a registered associate in 2006 and became a Certified Retirement Planning Counselor a few years later. Having worked in the financial services industry for over a decade, Ryan started his career with Merrill Lynch in Newport Beach. Yuhnke is the founder of SilverOak Investments. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.Ryan J. ![]() The Investment Management segment provides various investment strategies and products comprising equity, fixed income, liquidity, and alternative/other products to defined benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through a network of institutional and intermediary channels. The Wealth Management segment offers various financial services and solutions covering brokerage and investment advisory services, financial and wealth planning services, annuity and insurance products, credit and other lending products, and banking and retirement plan services to individual investors and small to medium-sized businesses/institutions. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity securities and fixed income products consisting of foreign exchange and commodities corporate loans, commercial and residential mortgage lending, and asset-backed lending financing for equities and commodities customers, and municipalities and investment and research services. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. ![]() The company operates Institutional Securities, Wealth Management, and Investment Management segments. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia.
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