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Jenna Ryan
CFA | Senior Strategic Advisor

About Jenna Ryan, CFA

I’m Jenna Ryan, CFA — a financial strategist and educator with over 15 years of cross-border experience in investment banking, IPOs, pre-IPO structuring, and wealth management.

 

Over the course of my career, I’ve led more than $14 billion in IPO and M&A transactions as Executive Director at a leading Wall Street investment bank. Today, through Alpha Wealth Capital, my focus is on bridging institutional frameworks with independent investors — helping them access the same discipline, compliance standards, and risk management once reserved for boardrooms.

 

My mission is simple: to democratize institutional knowledge and empower serious investors — whether managing $50,000 or $50 million — to think and act like institutions.

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Education

London School of Economics (LSE)
BSc Economics (First Class Honours)
MSc Finance (Distinction)

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Harvard Business School
Executive Education – Strategic Capital Leadership, 2011

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CFA® Charterholder (Awarded 2017)

Professional Experience

Alpha Wealth Capital ｜ Co-Founder & Managing Partner 

2025 – Present

  • Designs pre-IPO investment frameworks, family office wealth planning, and tax-optimized exit strategies.

  • Leads investor education initiatives and compliance-first advisory for sophisticated investors.

 

Independent Strategic Collaboration ｜ 2024 – Present

  • Collaborated with Kalawa Acquisition LLC, a minority-owned institutional broker.

  • Provided pre-IPO structuring and compliance advisory for cross-border transactions.

 

Leading Global Investment Bank (Confidential) ｜ Executive Director ｜ 2008 – 2024

  • London (2008–2012): Supported IPOs & M&A in luxury, insurance, and industrial sectors (e.g., Prada, AIA, Daimler, Glencore).

  • San Francisco (2013–2021): Vice President, led tech & renewable IPOs (e.g., Twitter 2013, Alibaba 2014, GreenSky 2018, GoHealth 2020).

  • New York (2022–2024): Executive Director, oversaw 80+ IPOs, raising over $14B, including Uber, Rivian, Reddit, Circle, and Arm Holdings.

 

Deloitte UK ｜ Corporate Finance Analyst ｜ 2007 – 2008

  • Supported mid-market firms in M&A, private equity restructuring, and valuation.

Thought Leadership & Projects

  • Marriage Quotient™ (MQ) – Founder (2010–Present)
    A framework viewing marriage as a capital structure, integrating asset cycles and family wealth strategies.

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  • Masterclass Series – Creator (2024–2025)
    “Institutional Strategies for Independent Investors” — a live program designed to empower serious investors with institutional-grade insights.

Community & Engagement

  • Alpha Femina – Co-curator of global women’s capital forums

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  • Metropolitan Museum of Art, NY – Patron & supporter of cultural asset education

 

  • Stanford StartX – Mentor for female founders on financing & capital planning

 

  • Trilateral Commission Youth Forum – Participant in global capital policy debates

Lifestyle & Background

Born in Paris to a French entrepreneur father and an American educator mother, I was raised in San Francisco and now split my time between New York (Upper East Side) and San Francisco (family villa, acquired 2022).

 

Passionate about endurance and resilience, I actively participate in marathons, Gobi desert challenges, cross-country skiing, global trekking, meditation retreats, and philanthropy projects.

 

Motto:

“Wealth is not about what you keep, but what you give — with clarity of purpose, integrity of intent, and no need for applause.”

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