Ryan O'Toole, CIMA®, CRPS® in

Ryan O'Toole, CIMA®, CRPS®

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Senior Investment Manager, CIMA®, CRPS® at Sequoia Consulting Group at Sequoia
📍 Chelsea, New York, United States

Ryan is an award-winning Senior Investment Manager at Sequoia, specializing in 401(k) investment advising. A graduate of Fordhams Gabelli School of Business with CIMA®, CRPS®, and CFA Level I certifications, he helps clients navigate market volatility and enhance retirement plan flexibility for participants.

He was recently named one of NAPA’s "Top 100 Retirement Plan Advisors Under 40"—also known as "the Aces"—and was also on the 2025 PLANADVISER Top Retirement Plan Advisors list.

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Experience
13 Years
Current Role
Senior Investment Manager, CIMA®, CRPS® at Sequoia Consulting Group
Job Level
Middle
Location
Chelsea, New York, United States
Personality Overview

How Ryan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ryan cares about

Retirement Plan Design
He frequently writes about evolving 401(k) plans to meet participant demand, such as implementing self-directed brokerage windows for greater investment choice.
Navigating Volatility
He advises plan sponsors on maintaining a steady approach during market volatility to protect the long-term success of participants' retirement savings.
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Career

Work history

7-2024
Senior Investment Manager, CIMA®, CRPS® at Sequoia Consulting Group
Sequoia
7-2022 - 7-2024
Investment Manager, CIMA®, CRPS®
Sequoia
12-2020 - 7-2022
Financial Services Advisor
Sequoia
11-2016 - 12-2020
Wealth Management Analyst - Institutional Consulting - Graystone
Morgan Stanley
6-2015 - 11-2016
Registered Client Service Associate
Morgan Stanley
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2011 - 2015
Bachelor of Science (BS)
Fordham Gabelli School of Business
2007 - 2011
Education details unavailable
Daniel Hand Highschool
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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