Roberts & Ryan | Competitive Intelligence Profile
Roberts & Ryan is America's first Service-Disabled Veteran-Owned (SDVO) broker dealer, founded in 1987 in California by a Marine...
Roberts & Ryan is America's first Service-Disabled Veteran-Owned (SDVO) broker dealer, founded in 1987 in California by a Marine Corps veteran and Purple Heart recipient. Initially focused on municipal debt trading, the company was acquired in 2017 by a group of military veterans and Wall Street professionals, including those with service-disabled status, to build a top-tier institutional broker dealer. It provides financial services such as institutional equity agency trading, equity capital markets, debt capital markets, public finance, private placement, and corporate access, while supporting veterans and supplier diversity goals. Headquartered in New York, NY, the firm combines financial technology with experienced human capital to serve institutional clients.
🛍️ Roberts & Ryan Product and Pricing Intelligence →
📅 Roberts & Ryan Event Participations →
⚖️ Roberts & Ryan Regulatory Intelligence →
👔 Roberts & Ryan Management and Leadership Team →
⚔️ Roberts & Ryan Alternatives and Competitors →
💼 Roberts & Ryan Hiring and Layoffs →
🤝 Roberts & Ryan Partnerships, Clients and Vendors →
📈 Roberts & Ryan Financial Performance, Fundraising, M&A →
🛍️ Roberts & Ryan Product and Pricing Intelligence
Leverage product insights to define key product development milestones, guide go-to-market planning, build a robust product-market fit matrix, and perform in-depth SWOT analyses.
Harness pricing intelligence to support strategic pricing decisions, conduct competitive pricing analysis, and craft effective differential pricing strategies.
- Joseph Pecoraro, Senior Director at Roberts & Ryan, published a commentary on October 5, 2025.
📅 Roberts & Ryan Event Participations
Stay updated on where your competitors are showing up—industry conferences, webinars, podcasts, and speaking engagements—to gauge their messaging, target audiences, and strategic focus. Discover how they’re positioning themselves in the market, what narratives they’re pushing, and which partnerships they’re cultivating. Use this intelligence to refine your own positioning, identify missed opportunities, and stay top-of-mind in your industry.
- Roberts & Ryan is hosting investor calls with executives from Gaming and Leisure Properties on October 13, Visa on November 5, and Ecolab on November 6.
⚖️ Roberts & Ryan Regulatory Intelligence
Monitor critical regulatory events—such as issued or revoked licenses, lawsuits, investigations, and court rulings—to understand the compliance posture and legal exposure of your rivals. Spot early warning signs of operational risk, delays, or reputational damage, and use these insights to fine-tune your market strategy, mitigate your own risk, or capitalize on competitor setbacks.
👔 Roberts & Ryan Management and Leadership Team
Understand who’s steering your competitors by tracking changes in their management and leadership teams. Gain insights into strategic direction, leadership style, and organizational priorities based on executive backgrounds and hiring trends. Use this knowledge to anticipate competitive moves, tailor your sales or partnership approach, and benchmark against industry leaders.
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Chief Executive Officer
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Managing Director
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Managing Director
[email protected] -
Managing Director[email protected]
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Senior Managing Director[email protected]
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Managing Director[email protected]
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Senior Managing Director[email protected]
⚔️ Roberts & Ryan Alternatives and Competitors
Identify the competitors of your competitors to uncover indirect threats, emerging disruptors, and untapped opportunities. Understand the broader competitive ecosystem, spot white space in the market, and gain strategic context that helps you position more effectively. These insights sharpen your market intelligence and reveal angles others often overlook.
- AmeriVet Securities |
- Nasdaq |
- AllianceBernstein |
- Jackson |
- Morgan Stanley |
- Goldman Sachs |
- Fidelity Investments |
- UBS |
- Wells Fargo
💼 Roberts & Ryan Hiring and Layoffs
Track key workforce changes—new hires, leadership shifts, and layoffs—to spot strategic organizational moves. Identify rising competitors, uncover shifts in company direction, and seize opportunities to attract top talent or engage new decision-makers. Use these insights to refine your recruitment strategy and build stronger business relationships.
🤝 Roberts & Ryan Partnerships, Clients and Vendors
Monitor new partnerships, client wins, and vendor relationships to understand where your competitors are gaining traction. Spot emerging alliances, evaluate ecosystem shifts, and identify potential partners or prospects early. These insights help you refine your sales strategy, anticipate market movements, and stay one step ahead in a dynamic competitive landscape.
📈 Roberts & Ryan Financial Performance, Fundraising, M&A
Track competitors’ financial performance, fundraising rounds, and M&A activity to assess their growth trajectory and strategic focus. Uncover signals of expansion, market entry, or consolidation, and benchmark your position accordingly. Use these insights to inform investor conversations, identify acquisition opportunities, and fine-tune your competitive strategy.
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