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(305) 814-8926

Owner

Ryan Wolpert, CPA

Ryan completed his bachelors degree in Accounting and Finance from Florida State University in 1998. He subsequently qualified for the CPA exam at Florida International University and acquired the CPA designation in 1999. He practiced public accounting for several years and in 2001 moved to Chicago to work in the financial markets. He was a portfolio manager and trader for eight years before founding Gateway Capital Management in 2010.

Ryan  currently serves as CEO and Chief Investment Officer and has over 15 years experience in financial services. He works closely with clients as a financial advisor, helping them reach their financial goals. He also works with his father Tony at Wolpert & Associates, P.A., and together they collaborate on financial planning, tax planning, and tax advantaged investing.

Ryan and his wife Grace have one daughter. He enjoys spending time with his family, playing tennis, golf, and racquetball.