Team

William R. “Bill” Kennedy, Jr. is a Founder, Chief Executive Officer, and Chief Investment Officer of RiskBridge. He oversees and is responsible for the firm’s investment decisions and strategic course. RiskBridge’s risk-aware philosophy and research-driven competitive edge reflects Bill’s thirty-plus years of experience in capital market research, asset allocation, portfolio construction, and risk management.

Prior to founding RiskBridge, Bill was the Chief Investment Officer at Fieldpoint Private where he advised $4.5 billion in client assets. He also served as the Global Director of Research for Citi and was appointed to Citi’s Management Committee and Global Wealth Management Planning Committee and worked in New York and Tokyo. Bill began his investment career in 1992 at the DuPont Pension Fund as an Asset Allocation Analyst and Portfolio Manager.

Bill has served on several boards of education, humanitarian, and religious organizations. He currently serves as Chairman of the Global Interdependence Center, a leading institution exploring global economic policy trends impacting economies and living standards. Bill is a member of The Economic Club of New York and the CFA Society of New York. He earned bachelor’s and master’s degrees from Texas Christian University.

Molly Burba joined RiskBridge Advisors, LLC in 2021. Molly has 19 years of finance experience, including 14 focused on alternative investment analysis with research, portfolio, and client-facing responsibilities.

Molly is primarily responsible for active manager selection, including hedge funds, private equity, real assets, and special opportunities. She serves as a voting member on the RiskBridge Investment Committee, which is directly responsible for the firm’s asset allocation strategies and selecting investment managers for client portfolios.

Before joining RiskBridge, Ms. Burba held senior roles at Seven Bridges Advisors, MAN Group, and Fortis Bank. She began her career at Robert W. Baird & Co., Inc. Molly earned a BA in Economics from Vanderbilt University and an MBA in finance from Columbia Business School.

Ryan Bolanos joined RiskBridge in 2025, bringing eight years of investment industry experience in research, trading, and client service.

Ryan is primarily responsible for client experience, including client onboarding, client support, and trade execution. He ensures seamless day-to-day interactions and responsive support for RiskBridge clients.

Before joining RiskBridge, Ryan was a Trade Specialist at Charles Schwab Retirement Services, where he partnered closely with senior traders to ensure portfolio construction and execution aligned with client investment objectives and risk parameters. Ryan earned a BS in Banking & Finance from the University of Southern Mississippi. He holds his Series 65 and is based in our Connecticut office.

Josh Kaufman joined RiskBridge in 2020, bringing seven years of investment industry experience in quantitative analytics, manager research, portfolio construction, and trading.

Josh is primarily responsible for RiskBridge’s wealth management operations, including implementing and integrating the firm’s trading, performance reporting, and research application platforms. He leads the firm’s relationships with custodians and TAMP partners.

Before joining RiskBridge, Josh was a Quantitative Analyst at Fieldpoint Private. He earned a BS in Economics and a BBA in Finance from Pace University. Josh is a Chartered Market Technician (CMT) and holds his Series 65. He is based in our Connecticut office.

Michael Fredericks joined RiskBridge Advisors, LLC in 2026. Michael has 27 years of experience in investment and portfolio management, including 12 years as a lead portfolio manager for a $30 billion Multi-Asset Income franchise.

Michael is primarily responsible for leading RiskBridge’s model portfolio and subadvisory businesses. He serves as a voting member on the RiskBridge Investment Committee, which governs the firm’s asset allocation decisions and the selection of investment managers for client portfolios.

Before joining RiskBridge, Michael held senior roles at BlackRock and JPMorgan Asset Management. He began his career at investment consultant Callan Associates. Michael earned a BA in Economics and History from the University of California, Berkeley, and a Master of Public and International Affairs (MPIA) from UC San Diego School of Global Policy and Strategy.

Ross Kennedy joined RiskBridge in 2025 as an Operations Analyst.

Ross’ primary function is to support the operations of this firm primarily through Salesforce development and project management.

Prior to joining RiskBridge, Ross worked as a Backcountry Ski Guide Instructor in South Lake Tahoe.

He holds a BS in Aeronautics with a minor in meteorology.

Clay Skurdal joined RiskBridge Advisors, LLC, in 2021. Clay has 40 years of experience advising High-Net-Worth families on all aspects of their wealth, estate, and investment planning.

Clay offers an extraordinary depth of service to a deliberately limited clientele, working with families to craft highly custom, meticulously diversified portfolios. As a matter of personal philosophy, he sits on the same side of the table with his clients in an unconflicted advisory capacity. Clay advises on wealth transfer and philanthropic planning, pre-liquidity planning for entrepreneurs, and banking and credit strategies. Clay serves as a voting member on the RiskBridge Investment Committee.

Prior to joining RiskBridge, Clay spent many years with Morgan Stanley/Smith Barney and predecessor firms, in his last assignment in the Pacific Northwest overseeing 100 advisors managing over $7 billion in client assets. Clay earned a BS from Montana State University and holds his CEPA® (Certified Exit Planning Advisor) designation.

Ian Skurdal joined RiskBridge Advisors, LLC in 2026 as a Wealth Advisor after working with a RiskBridge-affiliated private wealth firm, where he supported client service and wealth advisory operations.

Ian is primarily responsible for client service, investment advisory, and financial planning, bringing a personalized, holistic approach to serving high net worth individuals and families. Before entering financial services, Ian spent over a decade coaching athletes, an experience that shaped his client-centered philosophy and inspired him to earn the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®) designation.

Ian holds a BS in Psychology from the University of Oregon and a Series 65 license. He is based in Eugene, OR.

Estelle Stedman joined RiskBridge in 2023 as a Client Service Associate and was promoted to Investment Analyst in 2025. She is primarily responsible for supporting the equity due diligence process and contributes to the firm’s portfolio construction process.

Estelle earned a BA in English from Dartmouth College. She holds her Series 65 and is based in our Connecticut office.

Erik Swenson joined RiskBridge in 2025, bringing over 20 years of investment industry experience, including 15 years specializing in manager selection and fund management.

Erik is primarily responsible for portfolio construction and design and serves as a voting member on the RiskBridge Investment Committee, which is directly responsible for the firm’s asset allocation strategies. He leads RiskBridge’s equity manager due diligence process and helps shape the firm’s strategic portfolio recommendations.

Before joining RiskBridge, Erik held senior investment roles at Wealth Enhancement Group, First Republic Private Wealth Management, Northern Trust, and GE Asset Management, where he developed deep expertise in portfolio construction and investment manager due diligence. Erik earned a BA in History from Marquette University and an MBA in Finance from the University of Connecticut. He is based in our Connecticut office.