Michael P. Ryan, CFP®, CLU®, ChFC®
Wealth Management Advisor


Sankaty Wealth Management

Staff

My staff and I truly enjoy what we do and like to have fun at work, but we are very serious when it comes to providing our clients with prompt service, accurate communication and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay.

Sankaty Wealth Team

 
Jacqueline Duong

Jacqueline Duong

Executive Assistant
Office 781-664-1200
 
Jenna Curren Carlyle

Jenna Curren Carlyle, B.A.

Director of Client Experience
Office 781-664-1200

Jenna was born and raised in Scituate, Massachusetts: a small coastal town known for its famous lighthouse (but also for its famous sub shop, Maria's, if you're a true townie).

She graduated from Bridgewater State University where she studied English with a technical writing concentration.

Jenna and her husband Dillon are avid animal lovers who, in addition to having their own two dogs and two cats, regularly foster dogs and volunteer for a nonprofit rescue. 

How can Jenna help you?

  • Schedule a meeting with Mike
  • Assist with client website
 
Jordan Hirsch

Jordan Hirsch, MBA

Director of Investments
Office 781-664-1246

Jordan graduated from University of Massachusetts Boston with a Bachelor's Degree in Management, Accounting and Fincance and later recieved his MBA at Suffolk University - Sawyer Business School. Jordan started working with Northwestern in July 2016 in Boston and joined Mike's team in December of 2018.

How can Jordan help you?

  • Customize investment solutions for your financial needs
  • Trading, tax efficient strategies

Current licenses: FINRA Series 7, 63, 24, Massachusetts Life, Accident and Health Insurance

 
Matt Burke

Matt Burke

Investment Associate
Office 781-664-1200

Matt grew up north of Boston and graduated from St. Lawrence University in 2014 with a B.A. in Econonmics and Governement.

What can Matt help you with?

  • Help conduct rollover calls.
  • Investment paperwork and account maintenence.

Current Licenses: FINRA Series 66 & 63, Massachusetts Life and Massachusetts Health.

 
Ryan Landry

Ryan Landry

Lead Advisor Support Associate
Office 781-664-1200

Ryan graduated from Suffolk University in 2018 where he studied Finance with a concentration of Investments and a minor in Real Estate.

Ryan is an avid outdoorsman who loves to fish, golf, and spend time with his two dogs, Molly & Myra.

How can Ryan help you?

  • Assist with servicing investment accounts
  • Coordinate asset movement
  • Conduct annual reviews with clients

Current Licenses: FINRA Securities Industry Essentials, Series 6 & 63, Massachusetts Life and Massachusetts Health.

 
Sarah Putnam

Sarah Putnam

Insurance Coordinator
Office 781-664-1200

We are excited to introduce Sarah, the newest member of the Sankaty Wealth Management Team, who started in July 2020. Sarah graduated from Curry College in 2019 with a B.A. in Psychology and earned her Master's degree in Industrial and Organizational Psychology.

How can Sarah help you?

  • Guide clients through the application process.
  • Act as point of contact during the underwriting period.
  • Assist with account service questions.
 
Casey Conroy

Casey Conroy

Director of Investment Operations
Office 781-237-7070

Casey joined Northwestern Mutual in November of 2020. Before Northwestern Mutual, Casey was an account manager in the promotional products industry. He graduated from Thomas College in 2014 with his BA in Management. Outside of work, Casey spends as much time as possible in the Moosehead Lake region going camping, hiking, and fishing.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck