Ryan Wood, CFA has a diverse work experience in the investment management field. Ryan began their career as an Analyst Intern at Integrity Fixed Income Management LLC, where they gained knowledge in institutional investment management with a focus on bonds and fixed income securities. Ryan then worked as an Analyst Intern for DePrince, Race & Zollo, Inc., where they gained experience in equity investment management. Following this, Ryan had an Analyst Internship at Clearbrook Global Advisors, LLC, where they provided customized investment solutions to high-net-worth and institutional investors. Ryan also worked as an Intern at Davidson College Investment Office, where they assisted in monitoring the college's investment portfolio.
Ryan's most recent role was at Artisan Partners, where they held various positions. Ryan started as a Rotational Training Associate before working as an Associate Director in North Region | Intermediary Client Services. Later, they transitioned to the role of Associate Director in the Institutional Business Development & Client Services division. Ryan'sresponsibilities included client service, business development, and providing investment solutions.
Ryan Wood, CFA, obtained their Bachelor of Arts (B.A.) degree in Economics from Davidson College in 2015. After completing their undergraduate studies, they pursued additional certifications to further enhance their financial expertise. In November 2015, they obtained the Series 63 certification from the Financial Industry Regulatory Authority (FINRA), followed by the Series 7 certification, also obtained in November 2015. Later on, in December 2018, Ryan successfully earned the Chartered Financial Analyst (CFA) credential from the CFA Institute.
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