Ryan Stewart

Associate

Ryan Stewart is an experienced finance professional with over a decade of experience, including four years on Wall Street at UBS/Jefferies in trading. He earned his CFA in 2018 and is currently pursuing his CPA.

Throughout his career, Ryan has focused on analyzing companies across the capital structure and enhancing team efficiencies. His technical expertise spans a broad range of data analytic tools and programming languages, including Excel, Power BI, Python, Power Automate, AS400 scripts, and others. Adept at structuring databases and streamlining data, he leverages these skills to create bespoke solutions in AS400, Sage, SQL, and other advanced automation workflows.

Combining deep financial insight with a passion for innovation, Ryan consistently delivers high-impact results, driving operational improvements and empowering organizations with efficient, data-driven decision-making.

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Pardis Nasseri

Chairman and CEO

Derek Alderton

Vice Chairman

Clayton Grindle

President and COO

David Wolinsky

Chief Talent Officer

Christopher Bray

Chief Financial Officer

Chris Felderman

Senior Managing Director,
Co-Head of Consulting

Mitchel Nakken

Senior Managing Director,
Co-Head of Consulting

Stephen E. Rossi

Senior Managing Director,
Head of Investment Banking

Britt Terrell

Managing Director

Phillip Cooper

Managing Director

Britton Woolf

Managing Director

Rouzheen Myrick

Managing Director

Steven Richards

Managing Director

Matt Murray

Director

M. Charles Festa

Director, Talent Acquisition

Dieema Wheaton

Director, Talent Management

Chris Nichols

Principal

Portrait of a male executive in a blue tie
Danny Arnaout

Senior Vice President

Boze Xu

Senior Vice President

Stephanie Kersey

Senior Vice President

Joseph Wade

Senior Vice President

Careers with Palm Tree

We have select positions available at all levels of our organization. Contact us for a confidential discussion about joining a firm that L.A. Business Journal named among L.A.'s most influential M&A advisors.

Exposure to projects and opportunities to work closely with clients offers Palm Tree employees lateral and progressive advancement inside the firm.

We currently have positions available within the organization for employees of top accounting and consulting firms and for recent graduates.