Ryan Christine Coulson is a Senior Vice President and Senior Wealth Strategist at Rockefeller Capital Management. Prior to joining Rockefeller Capital, she served as a Managing Director and Senior Wealth Strategist for CIBC Private Wealth U.S. West Coast region and as a Senior Wealth Planning Strategist for Wells Fargo Private Bank in San Francisco. She began her career as an associate attorney with Centara Legal Group, APC, in San Diego. Ryan has spent her career advising and working with high-net-worth clients to develop tax-efficient financial, wealth transfer, and succession plans. Ryan earned her J.D. and Legal Masters in Taxation from the University of San Diego School of Law and holds a degree in Business Management from San Jose State University, summa cum laude. Ryan is a member of the California Bar Association and of the Trusts and Estates section of the American Bar Association.
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