Ryan Colis, CFP®, CFA® in

Ryan Colis, CFP®, CFA®

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Partner | COO at Alterra Advisors
📍 Bellevue, Washington, United States

Ryan Colis is the Partner and COO at Alterra Advisors, where he specializes in analyzing financial plans and investment portfolios. A holder of both the CFP® and CFA® designations, he enjoys creating simple solutions for complex financial challenges. He earned his undergraduate degree in Business Management from the University of Colorado, Boulder.

Outside of the office, Ryan is dedicated to his family, spending his free time with his wife and three children. Their family life is active and frequently involves sports, including time spent on the soccer field, the basketball court, or going skiing together in the mountains.

He has worked alongside his business partner, Grant, ever since the two met just after he finished his undergraduate degree.

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Experience
7 Years
Current Role
Partner | COO
Job Level
Leadership
Location
Bellevue, Washington, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Ryan cares about

Investment Strategy
As a CFA charterholder and COO, he frequently authors articles on investment principles and portfolio evaluation for his firm's blog.
Retirement Planning
He regularly writes and advises on retirement plan contribution limits, tax strategies, and long-term care insurance solutions.
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Career

Work history

6-2018
Partner | COO
Alterra Advisors
Client Advisor | Partner
Alterra Advisors
In the press

Media appearances

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Education

Ryan has no verified education history

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Behavioral profile

DISC profile (public)

DISC behavioral profile

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