Broker Check

Team

Ryan Schrift, AIF®

Managing Director

(704) 461-8847

Ryan.Schrift@rjschrift.com

Ryan Schrift, AIF®, is the Founder and a Financial Advisor at R.J. Schrift Private Asset Management. Ryan earned a B.A. in Accounting from the department of business and economics at Washington and Jefferson College and minored in...

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Amy Cursio, FPQP®

Administrative Associate

Amy.Cursio@LPL.com

Amy Cursio is the Administrative Associate at R.J. Schrift Private Asset Management. Her extensive duties at the firm include managing client communication and overseeing schedules for advisors. Having served in the financial industry...

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Jim Crisp, CFP™, AIF®

Portfolio Strategist

704-461-8847

Jim.Crisp@RJSchrift.com

Jim Crisp, CFP™, AIF® is the Portfolio Strategist for R.J. Schrift Private Asset Management. He has been taking care of clients and their investments for over 35 years. Jim launched his own firm, Clearbrook Advisory Services,...

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Susan Sheppard

Client Service Manager

Susan.Sheppard@LPL.com

Susan Thomas is the Client Service Manager at R.J. Schrift Private Asset Management. Her extensive duties at the firm include managing compliance, fulfilling client requests, monitoring office procedures, and overseeing schedules for...

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