Ryan Lemenager

Founder

Professional Overview

Ryan Lemenager is an entrepreneurial leader with a diverse background in investment banking, wealth management, and digital solutions. As the Founder of RJ Stevens and Lemon Digital Solutions, he leverages his financial expertise and technical acumen to drive innovation and sustainable growth.

Experience Summary

Current Roles

Founder, RJ Stevens (2024-01-01 to Present)

• Responsible for the overall strategic direction, operational management, and growth of the RJ Stevens investment firm.

• Leverages deep industry knowledge and analytical skills to identify promising investment opportunities and deliver superior risk-adjusted returns for clients.

• Builds and leads a high-performing team to execute on the firm's investment strategies and provide exceptional client service.

Founder, Lemon Digital Solutions (2024-01-01 to Present)

• Oversees the development and implementation of cutting-edge digital solutions to help businesses streamline operations, enhance customer experiences, and drive digital transformation.

• Combines financial expertise, technological proficiency, and entrepreneurial vision to develop innovative products and services that address evolving market needs.

• Fosters a culture of innovation, collaboration, and continuous improvement within the Lemon Digital Solutions team.

Career Progression

Investment Banking Associate, Baird (2021-01-01 to 2024-01-01)

• Provided financial advisory services to clients, including mergers and acquisitions, capital raising, and strategic planning.

• Conducted thorough industry and market research, financial modeling, and transaction structuring to support client engagements.

• Collaborated with cross-functional teams to deliver comprehensive, value-added solutions that met clients' unique objectives.

Investment Banking Summer Associate, Baird (2020-01-01 to 2021-01-01)

• Gained hands-on experience in various investment banking functions, including financial analysis, deal execution, and client relationship management.

• Contributed to the successful completion of several high-profile transactions, demonstrating strong analytical and problem-solving skills.

Private Wealth Management Associate, Morgan Stanley (2018-01-01 to 2020-01-01)

• Assisted high-net-worth individuals and families in developing and implementing customized wealth management strategies.

• Conducted in-depth financial analysis, asset allocation, and portfolio optimization to help clients achieve their long-term financial goals.

• Collaborated with cross-functional teams to deliver comprehensive wealth management solutions and exceptional client service.

Private Wealth Management Analyst, Morgan Stanley (2016-01-01 to 2018-01-01)

• Analyzed client financial data, market trends, and investment opportunities to provide informed recommendations.

• Supported the execution of client portfolio management, including rebalancing, performance reporting, and compliance monitoring.

• Demonstrated strong attention to detail, communication skills, and client service orientation.

Academic Background

Ryan Lemenager holds a Bachelor of Business Administration (BBA) degree in Finance from the University of Wisconsin-Madison, where he graduated with honors.

Areas of Expertise

• Investment management and portfolio optimization

• Mergers and acquisitions advisory

• Financial modeling and analysis

• Digital product development and implementation

• Entrepreneurial leadership and team management

Professional Impact

• Spearheaded the launch of Lemon Digital Solutions, a cutting-edge digital transformation firm that has quickly gained recognition in the market.

• Played a pivotal role in several high-profile investment banking transactions at Baird, contributing to the firm's success and client satisfaction.

• Developed and implemented innovative wealth management strategies that helped Morgan Stanley clients achieve their financial goals and grow their wealth.

Conclusion

With his diverse experience, financial expertise, and entrepreneurial mindset, Ryan Lemenager is well-positioned to drive the continued growth and success of RJ Stevens and Lemon Digital Solutions. His ability to identify market opportunities, develop innovative solutions, and lead high-performing teams makes him a valuable asset in any organization.