Ryan C. Olson
Ryan Olson is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, where he partners with ultra-high-net-worth (UHNW) individuals and families, founders and closely held business owners, family offices, and senior executives to design and execute comprehensive wealth strategies. With more than 20 years dedicated to serving complex client families, Ryan acts as an orchestrator - pulling the right resources together and coordinating a cross-functional team so each client's investment, banking, trust, estate, tax, and philanthropic priorities work in concert.
Ryan helps clients navigate inflection points such as liquidity events, business transitions, and generational wealth transfers. As a Certified Exit Planning Advisor (CEPA) professional, he works closely with owners well before a sale to align personal, business, and financial goals; plan for tax efficiency; evaluate concentration and risk; and map family governance and legacy objectives. He also advises executives on concentrated stock and equity compensation strategies, custom liquidity solutions, and thoughtful diversification plans.
Working alongside portfolio managers, trust officers, credit executives, and specialists across the Private Bank, Ryan builds integrated plans that can include: discretionary and open-architecture investment management (traditional and alternative strategies), cash and liquidity management, bespoke credit and lending solutions, trust and estate design and administration, philanthropic and foundation advisory, family education, and coordination with outside CPAs and attorneys. His role is to be the accountable point of contact - proactively simplifying complexity, keeping strategy on track, and ensuring that day-to-day decisions support long-term outcomes.
Prior to joining Bank of America Private Bank, Ryan served as a Senior Private Banker at Wells Fargo Private Bank, deepening his insight into the needs of ultra-high-net-worth families and the intricacies of multi-entity, multi jurisdictional planning.
A Nebraska native, Ryan earned a B.A. from Doane University (near Lincoln, Nebraska) and an MBA with honors from Saint Mary's College of California in Moraga. He resides in Moraga, California, with his family. Away from work, you'll find him with family and friends, exploring wine country, or on the golf course.
AWMA™, CRPC™
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan future growth, our commitment is to make your goals our priority. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.