Investment industry veteran Ryan Bailey joins IOR


Investment Office Resources, LLC (IOR) adds depth and diversity to its leadership team

SAINT LOUIS, MISSOURI, USA, June 21, 2022 / — Investment Office Resources, LLC (IOR), today announced that investment industry veteran Ryan Bailey has joined the firm as a partner and co-chief investment officer. Mr. Bailey brings 25 years of financial services experience to IOR, including experience as an investment director for a not-for-profit institution. Ryan will co-lead IOR’s discretionary investment department and oversee IOR’s manager search function, including IOR’s diversity, equity and inclusion (DE&I) initiatives.

Ryan previously served on IOR’s four-person Strategic Advisory Board. Highland Brands of Diamond Hill Capital Management will fill Ryan’s position on the firm’s advisory board, joining longtime industry expert Cynthia Steer and original board members Josh Rabuck and Thad Glowacki.

Tony Waskiewicz, Founder and Co-Chief Investment Officer of Investment Office Resources, said: “We are delighted to have Ryan on the team. His talents, leadership and dynamic thinking add depth and diversity to our leadership team to help support our growth. Ryan’s pursuit of mission-driven excellence makes him an ideal fit for our platform.”

Ryan Bailey – Professional background

Prior to launching his own company in 2020, Carbonado Partners, Ryan served as chief investment officer at Children’s Health System of Texas, where he oversaw $1.8 billion in assets. Ryan was named to the aiCIO’s 40 Under 40 list in 2015 and to Trusted Insight’s Top 30 LPs Investing in Private Equity in 2016. He was an award winner for building a portfolio of institutional investors in 2016 in the healthcare sector and received the Healthcare Plan of the Year award for institutional investors in 2018. He was a finalist for the CIO Magazine Industry Innovation Award in 2017 and 2018. He was a Trusted Insight Top 30 Healthcare CIO and a finalist for the Next Generation Award in 2015 and 2019. Foundation. He began his career as an equity research associate at Solomon Smith Barney, Deutsche Bank and Credit Suisse. Ryan currently serves on investment committees for the Dallas Police and Fire Department, American Heart Association, Dallas Parkland Hospital, Texas Employee Retirement System, and is a strategic advisor for Carbonado Partners.

Ryan holds CFA, FRM, CAIA and CMT designations. He graduated from Yale University with a BA in Economics.

About the IOR

IOR was launched in 2020 by CIO Tony Waskiewicz to offer institutional investors a new resourcing alternative. IOR provides non-discretionary support services for the most difficult to fund investment office functions and discretionary services through a customizable service model.

IOR’s non-discretionary specialist resource platform provides flexible access to skills, domain expertise, specialization and sophisticated solutions that are otherwise difficult to access with traditional resource options.

IOR’s discretionary CIO service provides institutions with an experienced investment manager to help build and maintain a successful investment program tailored to the institution’s needs and objectives. IOR’s innovative solutions earned the company “OCIO of the Year” honors from Chief Investment Officer magazine in 2021.

IOR’s mission is to provide creative solutions to complex problems through innovation, a desire to make a difference and a passion to serve others.

For more information about IOR, please visit IORLLC.COM, LinkedIn or contact the team at [email protected]

Anthony Waskiewicz
Investment Office Resources, LLC
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