Ryan Grabinski
Portfolio Manager
Managing Director
rgrabinski@bairdstrategas.com
- Ryan Grabinski is a Managing Director with Strategas Asset Management, LLC and Baird Strategas LLC, based in the Adviser’s New York City offices. In both capacities Mr. Grabinski directs the firm's portfolio strategy and asset-allocation efforts and connects the specific investment implications from changes in the macro landscape. This involves the construction, maintenance, and analysis of the firm's equity portfolios based on macro themes. Mr. Grabinski is a co-Portfolio Manager of the Macro Thematic ETF and the Lead Portfolio Analyst for Strategas Asset Management’s Blue Chip Opportunities, Dividend Growth, and Earnings Momentum investment strategies.
- Before joining Baird Strategas, Mr. Grabinski worked as an investment analyst at Rocaton Investment Advisers advising institutional clients primarily on asset allocation. He graduated cum laude with a BS in Finance from Bentley University in 2010.
Latest Comment
What Happened in July and What Changes Were Made?
08/18/2026
Portfolio Manager Ryan Grabinski provides an update on the Strategas Macro Thematic Opportunities Fund as we approach the end of August, highlighting recent moves made in the portfolio such as shifting AI exposure away from memory towards optical components, placing greater emphasis on off-grid and self-reliant power generation and...
08/18/2026
Portfolio Manager Ryan Grabinski provides an update on the Strategas Macro Thematic Opportunities Fund as we approach the end of August, highlighting recent moves made in the portfolio such as shifting AI exposure away from memory towards optical components, placing greater emphasis on off-grid and self-reliant power generation and...
09/16/2026
Portfolio Manager Ryan Grabinski provides an update on the Strategas Macro Thematic Opportunities Fund as progress through the month of September. Ryan outlines two major structural adjustments to the portfolio, discusses how thematic investing remains shaped by uncertainty around rates, policy, and earnings expectations and more.