Ryan Kelley

SENIOR ANALYST

Ryan is responsible for monitoring stock selection using our proprietary portfolio management system, suggesting trades and assisting the manager partner in the trade selection process. Performs strategic real-time portfolio analysis, monitors portfolio risk and exposure to market volatility.

  • Manages all aspects of trade execution, allocation and account balancing, including execution of a variety of investment vehicles and multiple execution platforms.
  • Joined Wakefield in January 2010 as an intern while completing his masters degree and has worked in all levels of our investment operations team.
  • B.S. Business Administration, emphasis in Finance from University of Colorado at Boulder – Leeds School of Business
  • M.S. in Finance from University of Denver – Daniels College of Business.
  • Chartered Financial Analyst® (CFA®)
  • Chartered Market Technician® (CMT®)

Ryan Kelley

SENIOR ANALYST

Ryan is responsible for monitoring stock selection using our proprietary portfolio management system, suggesting trades and assisting the manager partner in the trade selection process. Performs strategic real-time portfolio analysis, monitors portfolio risk and exposure to market volatility.

  • Manages all aspects of trade execution, allocation and account balancing, including execution of a variety of investment vehicles and multiple execution platforms.
  • Joined Wakefield in January 2010 as an intern while completing his masters degree and has worked in all levels of our investment operations team.
  • B.S. Business Administration, emphasis in Finance from University of Colorado at Boulder – Leeds School of Business
  • M.S. in Finance from University of Denver – Daniels College of Business.
  • Chartered Financial Analyst® (CFA®)
  • Chartered Market Technician® (CMT®)

WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com