Robert Pugsley
Taurus Capital Partners
Scott Rechler
RXR Realty

Brian Rathjen

New York, NY, USA


Roberts & Ryan Investments Inc

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

Roberts & Ryan Welcomes Ken Falke, US Navy Veteran, Entrepreneur, and Author, to its Advisory Board

“We are honored and privileged that Ken has agreed to be on our Board of Advisors to help Roberts & Ryan fulfill our mission of serving those who served,” stated Brian Rathjen, President of Roberts & Ryan Investments. “Ken is not only a close personal friend of mine but also a hero and mentor to me. He leads by example and has dedicated his life to serving others."

Roberts & Ryan Investments to Be Mentored by Citi in New Partnership Agreement

"We are excited to be partnering with Citi, a world-class organization that shares our mission and purpose of providing top-tier client service while supporting our Nation's military veterans." said Brian Rathjen, President of Roberts & Ryan.

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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.
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