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About Roberts Ryan Investments Inc
Roberts & Ryan is a financial services firm established in 1987, recognized as America’s first Service-Disabled Veteran Owned broker-dealer. Founded by Dan Roberts, a Vietnam War veteran, the firm operates as both an institutional broker-dealer and a retained executive search firm. In 2017, it was acquired by a group of veterans and financial professionals dedicated to exceptional client service and supporting veterans’ causes.
The firm offers institutional broker-dealer services, including agency execution for equities and debt, capital markets distribution, and fixed-income trading. It also provides retained executive search services, focusing on leadership roles with active involvement from senior partners. Roberts & Ryan serves a diverse range of institutional clients, such as asset managers and banks, as well as corporate clients seeking transformative leadership talent. With a majority veteran-led team averaging over 25 years of Wall Street experience, the firm emphasizes a commitment to veteran advocacy and has donated over $1.7 million to support veterans and underserved communities.
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