RYAN M. SHERMAN

Ryan M. Sherman serves as Senior Vice President and Private Advisor at Coplin Wealth Partners at Rockefeller Global Family Office, where he works alongside Founder and Managing Director Steven Coplin in the construction and oversight of sophisticated investment portfolios tailored to the complex needs of high- and ultra-high-net-worth individuals, families and institutions. Bringing more than two decades of experience in the financial services industry, Ryan is recognized for his disciplined investment perspective, thoughtful guidance, and commitment to delivering highly personalized wealth management solutions.

Ryan plays an integral role in developing globally diversified portfolio strategies designed to achieve competitive, risk-adjusted performance while remaining closely aligned with each client’s long-term financial objectives and legacy planning. Combining rigorous market analysis with a relationship-driven approach, Ryan helps clients navigate evolving market environments with clarify, confidence and strategic focus. A CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor (CEPA®), Ryan is known for his professionalism, steady leadership, and attention to detail. Ryan specializes in comprehensive financial planning for ultra‑high‑net‑worth individuals and business owners, with an emphasis on risk management, investments, tax planning, and estate planning. He is a trusted advisor to the families and institutions he serves, helping clients navigate complex financial decisions with sophistication and care.

Prior to joining Rockefeller Global Family Office, Ryan was at Morgan Stanley and was recently nominated on Forbes’ 2026 Best-In-State Wealth Advisors list. Earlier in his career, Ryan spent two years in Vienna, Austria, where he was involved in humanitarian work. Originally from Florida, he relocated to Naples in 2010 with his wife, Heather. Outside of work, Ryan enjoys spending time with his sons, Owen and Miles, and his newborn daughter, Isla, as well as boating, fishing, and college football.

Ryan M. Sherman serves as Senior Vice President and Private Advisor at Coplin Wealth Partners at Rockefeller Global Family Office, where he works alongside Founder and Managing Director Steven Coplin in the construction and oversight of sophisticated investment portfolios tailored to the complex needs of high- and ultra-high-net-worth individuals, families and institutions. Bringing more than two decades of experience in the financial services industry, Ryan is recognized for his disciplined investment perspective, thoughtful guidance, and commitment to delivering highly personalized wealth management solutions.

Ryan plays an integral role in developing globally diversified portfolio strategies designed to achieve competitive, risk-adjusted performance while remaining closely aligned with each client’s long-term financial objectives and legacy planning. Combining rigorous market analysis with a relationship-driven approach, Ryan helps clients navigate evolving market environments with clarify, confidence and strategic focus. A CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor (CEPA®), Ryan is known for his professionalism, steady leadership, and attention to detail. Ryan specializes in comprehensive financial planning for ultra‑high‑net‑worth individuals and business owners, with an emphasis on risk management, investments, tax planning, and estate planning. He is a trusted advisor to the families and institutions he serves, helping clients navigate complex financial decisions with sophistication and care.

Prior to joining Rockefeller Global Family Office, Ryan was at Morgan Stanley and was recently nominated on Forbes’ 2026 Best-In-State Wealth Advisors list. Earlier in his career, Ryan spent two years in Vienna, Austria, where he was involved in humanitarian work. Originally from Florida, he relocated to Naples in 2010 with his wife, Heather. Outside of work, Ryan enjoys spending time with his sons, Owen and Miles, and his newborn daughter, Isla, as well as boating, fishing, and college football.