Robert Pugsley
Taurus Capital Partners
Scott Rechler
RXR Realty

Brian Rathjen


Roberts & Ryan Investments Inc

New York, NY, USA

Brian Rathjen


Brian Rathjen is President of Roberts & Ryan Investments Inc., a Service-Disabled Veteran-Owned (SDVO) institutional broker dealer. Roberts & Ryan provides execution capabilities in fixed income and equity agency trading, corporate debt in the capital markets, and municipal underwriting.

In 2010, Brian founded Kelson Group and currently serves as Founding Partner and Senior Managing Director. Kelson is a placement agency that specializes in raising assets for money managers with a focus on the public pension and Taft-Hartley markets. Prior, Brian founded the Asset Management division at the Marwood Group, a healthcare-focused advisory and consulting firm, where he held the position of Senior Managing Director, Asset Management.

A graduate of the United States Naval Academy, Brian continues to support the Academy, service members, and veterans in many ways. He is on the Board of Directors of Boulder Crest Retreat, a nonprofit focused on health and wellness for service members, veterans, and their families. Brian also served as a Trustee on the U.S. Naval Academy Foundation, an organization committed to supporting officers in the Naval Academy and enhancing programs and facilities of the Naval Academy and its Alumni.

Brian currently serves on the Service Academy Nomination Selection Board of the Office of Senator Kristen Gillibrand and the Service Academy Selection Committee of the Office of Congresswoman Kathleen Rice. Brian was also a Historian for the Society of the Friendly Sons of Saint Patrick, a relief organization for immigrants from Ireland.

Brian earned a BS in Economics from the United States Naval Academy. While serving at Pearl Harbor, Brian, then a Lieutenant, was awarded both the Navy Commendation Medal and the Navy Achievement Medal for Meritorious Service.

Brian Rathjen’s Newsfeed

PR Newswire
Roberts & Ryan Welcomes Daniel Rice, Veteran US Army Officer and Advocate, to Its Advisory Board

Brian Rathjen, President of Roberts & Ryan Investments, Inc., one of America's first Service-Disabled Veteran-Owned (SDVO) FINRA-registered broker-dealers, said: "Dan is known nationally as a tireless supporter of U.S. national security and veteran issues, having served three times in the Army, is a recipient of the Purple Heart, and having helped educate American executives on lessons corporate leaders can learn from the military through his writings, speeches and advocacy."

Roberts & Ryan Investments to Host Corporate Access Events During Pandemic

Roberts & Ryan Investments, Inc. employees have been executing trades, reaching out to new customers, and staying in contact with their clients from fully equipped home offices. "The Roberts & Ryan Team will stand tall, continuing to offer superb services while supporting the veteran community. We wish that you and your families are safe, and we pray for our fellow Americans during these turbulent times," stated Brian Rathjen, President.

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Brian Rathjen’s Background

Dec 2015 - Present
New York, NY, USA
Roberts & Ryan is the US's first disabled veteran-owned broker dealer and was founded in 1987.
Kelson Group logo Kelson Group logo
Kelson Group
Founding Partner & Senior Managing Director
Aug 2010 - Present
New York, NY, USA
Kelson Group is a placement agency specializing in raising assets for money managers in traditional and alternative asset classes.
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Current Non-Executive Positions

Service Academy Nomination Selection Board Member
Dec 2010 - Present
New York, NY, USA
As a member of Senator Gillibrand’s Service Academy Selection Committee, Brian works closely with potential service academy candidates throughout New York State and advises the Senator on her nominations.
Service Academy Selection Committee
Dec 2014 - Present
New York, NY, USA
As a member of Congresswoman Rice’s Service Academy Selection Committee, Brian helps identify candidates from New York State’s 4th Congressional District and counsels the Congresswoman on selecting candidates for nomination.


Annapolis, MD, USA
The U.S. Naval Academy Foundation seeks outstanding qualified young men and women to pursue careers as officers in the Navy and Marine Corps through the Naval Academy. The foundation is also involved in developing, promoting, and enhancing programs and facilities of the Naval Academy and its Alumni.
Board Member
Nov 2014 - Present
Bluemont, VA, USA
Boulder Crest Retreat provides free world class, short-duration, high-impact retreats focusing on recreational and therapeutic activities for combat veterans and their families.
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Brian Rathjen’s Education

Economics, BS
1984 - 1988