Ryan Hughes, MBA - CEO & Portfolio Manager
Thank you for considering Bull Oak Capital to help you with your financial planning and investment management needs! The firm was created in 2014 with three primary goals: to create a world-class firm that provides fee-only (conflict-free) advice to its clients, to offer a no-nonsense, better performing investment strategy, and to help our clients solve complex financial planning issues.
I have over 10 years of finance experience that includes time at several large Wall St. firms, such as Merrill Lynch and Morgan Stanley. To be frank, the idea of starting my own firm was created early on while working at these firms. Wall Street's incentives are not always aligned with their client's needs.
I earned my MBA degree from UCLA Anderson in 2014 where I was awarded the J. Fred Weston Finance Award for academic excellence, was nominated as a GAP Fellow (the top 5% of program thesis participants), and I was the ASAM Chief Investment Officer. While at UCLA, I completed an in-depth independent graduate research project where I wrote an original whitepaper on Risk-Contribution Analysis and Value Investing as a basis for portfolio management.
I also earned my B.S. in Business Administration from the USC Marshall School of Business. If you are wondering whether I root for the Trojans or the Bruins, I am a die-hard Trojan fan. Fight On!
I am a proud U.S. Navy veteran where I served two deployments onboard the USS Jarrett as a VBSS team-member. I have an amazing wife and two wonderful kids and when time permits, we love to travel.
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