Partner
Ryan Yates
Head of Finance, Forte
- Firm
- Forte
- Title
- Head of Finance
- Role
- Executive
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Record updated 1 October 2026
About
Ryan has nearly 20 years in alternative investments, starting as a fund accountant at Citigroup and Morgan Stanley Fund Services. He focused on accounting and collaborated with operations teams on firm-wide projects. Over his career, he has dealt with various asset classes and complex financial calculations. For the past 4 years, Ryan has been Vice President of Finance and Compliance at Veloce Capital and founded Cardinal Financial Consulting, offering bookkeeping and fractional CFO services while maintaining a presence in alternative investments.
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