Ryan Kelley

PORTFOLIO ANALYST / TRADER

Ryan is responsible for monitoring stock selection using our proprietary portfolio management system, suggesting trades and assisting the managing 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

PORTFOLIO ANALYST / TRADER

Ryan is responsible for monitoring stock selection using our proprietary portfolio management system, suggesting trades and assisting the managing 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 WEALTH MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com