Ryan Catanese, CPA, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Certified Public Accountant

Work Experience

• Joined the firm in 2016 and facilitates the integration of wealth management services including tax, investment management, insurance, estate planning, and financial planning for professional athletes, coaches and retired athletes
• Worked at PwC in various tax compliance roles and at the Riverside Company as a Private Equity Fund Accountant

Life Outside of MAI 

• Co-Chair of MAI’s Young Professionals Group
• Member of the American Heart Associate YP Board for 2013-2014
• Volunteer 8th grade basketball coach at Gesu Catholic School from 2012-2016
• Volunteer CFO for Honduran Children’s Rescue Funds 501c3
• Lives with wife, Sara, and children, Archie and Avery, in Lakewood, OH

Education

• Otterbein University, BA in Accounting and Sports Management

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.