Ryan Zeeb is CEO of Camelot Portfolios and Munn Wealth Management.
Ryan has spent the last ten years assisting entrepreneurs, family businesses, professional athletes, beneficiaries, and executives with issues related to financial and investment management, wealth transfer, and risk management.
Ryan is a sought-after speaker and executive coach on the topics of Heritage Planning, Building Professional Collaborative Teams, Professional Practice Development, and Business Real-Growth Strategies.
Prior to joining Camelot, Ryan was President of The Heritage Institute, which he helped to position as the premiere leader in the wealth-consulting and wealth-transfer industry. As President, Ryan led the creation of the Certified Wealth Consultant professional designation. Having trained and consulted with over 400 wealth professionals from around the world, he has built strategic relationships with some of the top institutions in banking, asset management, estate planning, financial planning, executive coaching, nonprofit, and marriage and family counseling.
Ryan most enjoys working in a team environment to coach families, athletes, and professionals to exceed their desired outcomes. He graduated with a B.A. in Business Administration and Finance from Taylor University, where he played baseball and later served as an assistant baseball coach. Ryan enjoys spending time with his wife and three children in outdoor activities and active involvement in church.
“The actions you take today not only impact you; they influence generations. Every matter matters for eternity.”
~ Dillon Burroughs
Written by industry experts, and co-sponsored by Ambassador Enterprises, Camelot Portfolios, Kingdom Advisors, and National Christian Foundation, unHeritage – 11 Pitfalls to Family Legacy and How to Avoid Them empowers readers as they gain a stronger perspective of family wealth transfer as it relates to areas including:
• Family Brand Equity
• Overcoming generational disconnect
• Investing in legacy
• Goal congruity
• And much more!
About the Authors