Helping companies in the U.S. and abroad grow revenue
with value driven advice, products and services.

Helping companies in the U.S. and abroad
grow revenue with value driven advice,
products and services.

Helping companies in the U.S. and abroad
grow revenue with value driven advice,
products and services.

About Us

After 16 years of service at the United Nations Federal Credit Union, Steve Ryerson founded SJR IV Advisors to fulfill his vision and passion to help financial service companies grow revenue and profits by helping them deliver value driven financial products and services to the clients and members they serve. He is committed to making companies more relevant to their customers and members by building relationships with both existing and transactional clients. Steve’s advisory services have application to a broad range of organizations such as Financial Institutions, Insurance/Investment Companies, Insurance Brokers, RIA’s and FinTech companies. 

Advisors

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Stephen J. Ryerson
SJR IV Advisors

Founder & CEO

  516 612 9587

Steve founded SJR IV Advisors fueled by his passion to help financial service organizations grow their revenue and profits by delivering creative and value driven advice, products and services. His commitment is to help these organizations become more relevant to those they serve by building relationships with both existing and transactional clients. Steve’s advisory services have application to a broad range of organizations such as Financial Institutions, Insurance/Investment Companies, Insurance Brokers, RIA’s and FinTech companies.

Steve is a Financial Services executive with proven leadership and entrepreneurial experience. He has almost 40 years’ experience as a C-Suite leader with very significant responsibilities and oversight for P & L’s, revenue generation, product creation, market share and acquisitions.

Most recently, Steve served for almost 16 years in the not for profit sector at the United Nations Federal Credit Union (UNFCU), as President & CEO, UNFCU Financial Services (Insurance Agency) and UNFCU Advisors (SEC registered Investment Advisory Firm), and as UNFCU’s Chief Business Development Officer. Steve grew UNFCU’s non-banking financial services platform to serve United Nations staff and their families around the globe-providing assistance to a significant number of people who were often stationed in dangerous areas of the world and were lacking access to very important financial solutions. During Steve’s tenure at UNFCU he:

  • Built a global insurance and investment services business that supported United Nations, World Bank, IMF and related agencies and their employees in over 150+ countries;
  • Identified and negotiated agreements with global partnerships to provide members with an enhanced product menu and service delivery model;
  • Successfully acquired an insurance agency to provide more resources for members;
  • Worked with partners to create product solutions unique to their needs;
  • Successfully acquired an insurance agency to provide more resources for members;
  • Created significant new streams of recurring revenue;
  • Was instrumental in executing UNFCU’s expansion into the DC, MD and VA markets;
  • Advocated creating alternate paths of membership to strengthen the credit union’s balance sheet;
  • Lead alternative path business development efforts and identified opportunities for Field of Member expansion;
  • Played key role in creating a member business lending loan participation program;
  • Identified numerous opportunities for potential business line creation, expansion and equity investments.

Steve has served as a Board Director for New Ground Inc., a NY based, not for profit focused on breaking the cycle of homelessness. He was Board Chair for 6 years and currently he is an Advisory Board Member.

Steve graduated with a Cum Laude BS degree from St.John’s University in 1979.

Steve resides in Rockville Centre NY with his wife of 40 years. He spends his spare time with his grandchildren, at the beach, watching sports and reading.

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Strategic Partners

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Stuart R. Levine
Stuart Levine & Associates
Chairman of the Board, CEO

Mr. Stuart R. Levine is Chairman of the Board and CEO for STUART LEVINE & ASSOCIATES. Mr. Levine has significant board and executive leadership experience across multiple disciplines including financial services, technology and healthcare specializing in strategy, strategic communication, board governance, leadership development, customer focus and large-scale change management. He was the former global CEO for Dale Carnegie & Associates, Inc. operating in 72 countries.

STUART LEVINE & ASSOCIATES has 25 years of successful CEO-C-Suite organizational strategic organizational consultation, building strong cultures through strategic thinking, execution, best-practice governance models and increasing leadership capacity at companies including Verizon, Barclays Bank, Bill and Melinda Gates Foundation, The Howard Hughes Corporation, Juniper Networks, MasterCard, Saatchi & Saatchi, Montefiore Medical Center and many others.

He is an international best-selling leadership author of The Six Fundamentals of Success and Cut to the Chase, and the co-author of Simon & Schuster’s international best-seller The Leader in You. Collectively, these books have sold over one million copies and are published in 37 languages.

Stuart R. Levine has been delivering speeches around the globe for over 20 years on the subjects of leadership, change management and organizational transformation. Stuart is known for bringing passion and insight along with strategic solutions to his audiences, whether delivering a keynote or working with a board of directors to strengthen their governance structure.

He is a monthly contributor for Forbes as well as other publications such as Agenda, Directorship and The Credit Union Times. He is a sought-after commentator on TV, in print and via social media for his views on challenging issues, including governance, innovation in complex environments and strengthening the culture of organizations through trust, engagement and strategic communication. He has appeared numerous times on top-rated global television programs such as NBC’s Today show, ABC’s World News This Morning, Bloomberg, Fox News and many others.

Mr. Levine is the recipient of awards from several prestigious national organizations, including Entrepreneur of the Year Award from Ernst & Young and Inc. Magazine. The National Association of Corporate Directors recognized him as part of The Directorship 100 in both 2011 and 2012 and appointed him to serve on their 17-member Nominating/Governance Advisory Council. He presently serves on the Nominating & Governance Committee, Audit Committee, Broadridge Financial Solutions. He previously served as Lead Director, Gentiva Health Services, Lead Director, D’Addario & Company, Inc., Vice Chairman Northwell Health and director, member of Audit Committee, European American Bank.

At age 25, Mr. Levine was the youngest elected member of the New York State Assembly, serving on the Health Committee. At Dale Carnegie & Associates, Inc., he built the organization from a family-owned and operated corporation to a professionally managed team that was eventually able to take their product development cycle from 36 months to 18 weeks.

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Savio S. Chan

US-China Partners

Founder & CEO

Savio S. Chan has excelled in the worlds of consumer, luxury and technology businesses as an entrepreneur and is well deserving of his reputation as a best-selling author and keynote speaker since 1993. He is founder and CEO of US-China Partners, a cross-border business development firm that helps organizations design and implement their China consumer strategies. He is also a member of the Kyle Blackmon Luxury team at Compass, becoming an integral partner in a small team that delivered $210 Million of sales volume in 2018, according to the Wall Street Journal.

Mr. Chan spent two decades as a trusted advisor on market-entry, cross-border M&A and joint ventures among leading Chinese multinationals as well as Fortune 1000 companies. He has been a sought-after advisor and consultant to brands and retailers like Saks Fifth Avenue, Louis Vuitton, Brooks Brothers, Tourneau, Montblanc, Piaget and Roger Dubuis on strategies with China consumers and Asian American businesses.

Additionally, Mr. Chan has been an advisor to public and private international corporations and Chinese HNW families and family offices on their U.S. and China investments and expansion strategy.

Savio is a frequent keynote speaker at various business and US-China conferences and forums including the Conference Board, Asia Society, China Institute, Luxury Marketing Council, Wharton China Business Forum and Columbia China Business Forum. He serves on the Board of Advisors of Wharton China Business Forum and a master mentor to Cornell University SC Johnson School of Family Business. He has served as Chairman of Ascend Charity Golf Outing since 2017.

Mr. Chan has been featured in numerous industry and trade success profiles, including articles in the New York Times, Forbes, Chief Executive Magazine, Reuters, Yahoo Finance, INC. Magazine, Long Island Business News, and Newsday. He served as Co-founder and Vice Chairman of Luxury Marketing Council China and was the president of the Northeast Chapter of US Pan Asian Chamber of Commerce, the largest Pan Asian Chamber in the country for more than eight years. He was awarded 2009 CUNY (City University of New York) Asian American Distinguished Alumni Award. He serves as a member of National Committee on US-China Relations, a national Think Tank. His book, “China Super Consumers – What One Billion Customers want and How to Sell it to them” was published by John Wiley & Sons in 2014. The book was selected by Air France Club China as one of the “Must-reads” books on China.

Contact Us

For more information, please call 516 612 9587 or email: info@SJR4Advisors.com