![Ryan L. Kirk](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Mr. Ryan L.
Kirk, CFA, is a President & Head of Portfolio Management at NewSquare Capital LLC.
He oversees the day-to-day management of NewSquare’s portfolios.
Mr. Kirk has been instrumental in expanding the firm’s investment offerings, bringing innovative strategies to NewSquare’s clients.
He also provides leadership to the overall management of the firm, assisting with business development, new product development, education, and content management strategy and execution.
Mr. Kirk holds a Bachelor of Science degree in Business Management from the University of Scranton.
He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia.
Actieve functies van Ryan L. Kirk
Bedrijven | Functie | Begin |
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NewSquare Capital LLC
![]() NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | President | 13-01-2010 |
Opleiding van Ryan L. Kirk
University of Scranton | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 1 |
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NewSquare Capital LLC
![]() NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | Finance |