Knowledge, experience, leadership And the confidence to pursue your goals
Ryan McHugh is a second generation investment professional and has been with UBS since 2010. Ryan specializes in financial planning, portfolio management, and fixed income/bond trading for business owners and affluent clients. He has a Master's Degree from the University of Montana, Missoula and the CERTIFIED FINANCIAL PLANNER™ designation. Ryan was designated as one of America's Top Next-Gen Wealth Advisors by Forbes in 2018, and received the Accomplished Under 40 Award for central Oregon business leaders in 2014. Ryan likes to engage in local Philanthropy and has served terms on the board of directors for Economic Development for Central Oregon, Ronald McDonald House Charities, and Bend Rapids ice hockey. His passions are skiing, hunting/fishing, playing ice hockey, traveling, and spending time with his three young children and his wife Heidi.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President-Wealth Management & Portfolio Manager |
Bend, OR |
December 2010 - Present |
Camas Creek Enterprises, Inc |
Forestry Consulting & Bioenergy Development |
Missoula, MT |
January 2009 - May 2010 |
Webb, Inc |
Wholesale Sales Representative, Agriculture/Landscape Construction |
Sun Valley, ID |
March 2004 - December 2008 |
U.S. Forest Service, Bureau of Land Management |
Wildland Firefighter, Hotshot Crewmember |
Minden, NV & Fairbanks, AK |
May 2002 - October 2003 |
Accomplishments
- America's Top Next Generation Wealth Advisors 2018
- "Accomplished Under 40" - Cascade Business News 2014
- Portfolio Manager designation, UBS Portfolio Management Program - 2013
- UBS Financial Advisors Leaders Forum Recipient, 2012
Education
- University of Montana, Missoula - Masters Degree, Forestry
- University of Nevada, Reno - Bachelors Degree
- Certified Financial Planner (CFP) designation
Licenses
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Life, Health, and Long-Term Care Insurance Licensed - OR
- Series 7, General Securities Representative
Registered States:
AK, AL, AR, AZ, CA, CO, FL, ID, IL, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, WA