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Ryan Schrift, AIF®

Managing Director

(704) 461-8847

Ryan Schrift, AIF®, is the Managing Director 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...
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Jim Crisp, CFP™, AIF®

Portfolio Strategist


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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Lyndi Jenkins

Administrative Assistant

Lyndi Jenkins is the Administrative Assistant at R.J. Schrift Private Asset Management.  Her many roles include tracking client communication, scheduling, client reporting, and building educational content for estate attorneys and...

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Susan Sheppard

Client Service Manager

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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