Financial Team Serving Utilities and Disabled Veterans

Deck: 

Roberts & Ryan

Fortnightly Magazine - February 2023
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Roberts & Ryan was founded by Dan Roberts, a U.S. Marine Corps Vietnam War combat veteran and Purple Heart recipient. It is America's first Service-Disabled Veteran-Owned Broker Dealer, established in 1987.

In 2017, a group of like-minded Veterans and Wall Street professionals bought Roberts & Ryan with the dual mission of providing great service to their clients, while supporting our nation's Veterans and adult youth via charitable donations and volunteerism. That charitable emphasis is important to them as the company moves into the energy and utilities sector.

To dig into the financial services and charitable services missions the company is on, as well as what it can do for the energy and utilities sector, PUF sat down with Roberts & Ryan's Ed D'Alessandro, Pete Clarke, and Kevin McGowen. This company is here to help.
 

PUF's Steve Mitnick: What have you been doing to this point where you've made an impact?

Ed D'Alessandro: We have been working on trying to break into the utility space. The firm's been around since 1987, but a group of us bought it in 2018 from the existing owner, Dan Roberts, who was a Combat Marine.

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