Ryan Marcus

Visionary
DISC Type : Ds

Chief Business Developmemt & Engagment Officer at Binah Capital Group

New York City Metropolitan Area, United States

Overview

Ryan Marcus is the Chief Business & Engagement Officer at Binah Capital Group, where he drives sustainable growth and develops long-term business strategy. Described by colleagues as a strategic, tenacious, and energetic leader, he focuses on forging key partnerships to expand market presence. Ryan studied Business Administration at Harvard Extension School.

Fueled by a personal connection through his nephew, Ryan is a passionate advocate for adapting financial services to better serve the neurodivergent community, including individuals with autism and ADHD. He actively speaks and writes about making the wealth management experience more inclusive and accessible for everyone.

He was a finalist for the ThinkAdvisor Luminaries Thought Leader of the Year award for his advocacy in creating financial services for individuals with intellectual and developmental disabilities.

Personality Overview

Goal-Oriented

Direct & Assertive

Early Adopter

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Serving Neurodiverse Clients
Inspired by his nephew, he advocates for making wealth management more accessible for neurodivergent individuals, discussing the topic in articles and podcasts.
RIA Growth Strategies
He is focused on developing strategies for both organic and inorganic growth for RIAs, emphasizing specialization and strategic partnerships to create a defensible future.
The Great Wealth Transfer
He frequently discusses the multi-trillion dollar wealth transfer, believing that adapting to serve neurodivergent heirs is a critical opportunity for advisors.

Media Appearances

Don’t Do That: Don’t Burn Bridges; Build Authentic Relationships with Ryan Marcus, Binah Capital Group. Featured in iHeart

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Binah Capital Group Chief Business Development & Engagement Officer, Ryan Marcus, Named Finalist in the ThinkAdvisor 2025 Luminaries Awards. Featured in Yahoo Finance

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Binah Capital Group Expands Executive Team with Appointment of Industry Veteran Ryan Marcus as Chief Business Development and Engagement Officer. Featured in Nasdaq

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Work History

5-2025
Chief Business Developmemt & Engagment Officer at Binah Capital Group
2-2019 - 5-2025
Managing Director | Engagement at MarketCounsel Consulting
2-2019 - 4-2025
Managing Director | MarketCounsel & HamburgerLaw at MarketCounsel Consulting
6-2016
Advisory Council Member at AlphaSights
6-2016
Advisory Council Member at GLG (Gerson Lehrman Group)

Education

2002 - 2002
Business Administration from Harvard Extension School
9-1994 - 6-1997
Education details unavailable from Holmdel High School

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Business Developmemt & Engagment Officer at Binah Capital Group
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Let them know of potential risks but suggest mitigation methods alongside
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't go over them unless you are left with no other option
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Ryan

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Ryan take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Ryan

Personality Compatibility


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