Ryan Nagle

I founded Sequentis Capital because I believe that wealth management is best guided by a stewardship philosophy. Stewardship requires a thoughtful balance among benefits today (income), opportunity tomorrow (growth) and long-term viability (downside protection). It is my conviction that this balanced approach will remain the most sensible formula for our investors.

Before founding Sequentis Capital, I had a decade of experience advising families and institutional clients at Merrill Lynch and Morgan Stanely. I saw a need for a company that delivers the best-in-class institutional portfolio construction with family office services without the hefty price tag charged by most large firms. 

“I saw a need for a company that delivers the best-in-class institutional portfolio construction with family office services without the hefty price tag charged by most large firms.”

At Sequentis, we believe it is important to be good citizens in our communities, and this belief influences how we operate our business, how we make philanthropic contributions, and how we direct our investments. It is a privilege to work with clients who have the means, the talent, and the ambition to shape the future of our society.

Our clients passion and candor inspired me to create Sequentis Capital’s core value:

Citizenship
Health
Access
Preservation
Tradition
Education
Responsibility

We uphold these core values through UNAGB Action Corner, UNAGB, Urban College, Esperanza Academy, French Culture Center’s Accent on Success program, 1638 Fund, and Ancient and Honorable Artillery Company.

I am passionate about wine and am the 2er Caviste of the Commanderie de Bordeaux à Boston. My wife, Erin, and I co-founded the Wine Giving Pledge, a non-profit that helps collectors turn their wine cellars into a source of lifelong giving.

I live in Weston, MA with my wife Erin and daughters Caroline & Lillian. I am an avid golfer, skier & foodie.

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