Ryan is a registered representative specializing in Investment Analysis and Portfolio Management. He brings with him a vast wealth of knowledge in global markets. As an investment specialist, his primary duties include market research and investment analysis along with portfolio management and trading. Ryan serves as Chairman of Continuum Consulting Group’s Investment Committee, which meets quarterly to discuss topics that include Economic data, Capital Market Outlook, Portfolio Allocations, and to propose strategic changes to investment allocations.
Ryan earned his Bachelor of Arts degree majoring in International Relations and German from the University of Indianapolis and earned his Masters of Science with Merit from the University of London-SOAS majoring in International Management for the Middle East and North Africa. He holds his FINRA Series 7 and 66 registrations and California Insurance License. Ryan is a Chartered Market Technician® charterholder and is pursuing the Chartered Financial Analyst® designation.
Education & Licensing:
- Master of Science with Merit in International Management for the Middle East & North Africa, SOAS-University of London
- Bachelor of Arts in International Relations & German, University of Indianapolis
- FINRA Series 7 Registration
- FINRA Series 66 Registration
- California Insurance License
- Chartered Market Technician (CMT®) Charterholder
- Passed CFA Level I
*Chartered Market Technician® - Not practicing Technical Analysis on behalf of Lincoln Financial Advisors
The Chartered Market Technician® designation is governed by the CMT Association. Earning the CMT® demonstrates mastery of a core body of knowledge of investment risk in portfolio management while maintaining member status in good standing with the CMT Association and abiding by the CFA Institute’s Code of Ethics and Standards of Professional Conduct.