Profil
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.
Postes actifs de Ryan L. Kirk
| Sociétés | Poste | Début |
|---|---|---|
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 |
Formation de Ryan L. Kirk
| University of Scranton | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
