Casey D. Ryan
Portfolio Manager-Equities at Howe & Rusling, Inc.
Profile
Mr. Casey D.
Ryan is a Vice President & Senior Manager at Howe & Rusling, Inc.
He began his career in the financial services industry at IDS Financial Services (a unit of American Express) in 1994.
While there, he learned the valuable financial planning skills that he uses with clients to this day.
The management team at IDS recognized him as a leader and awarded him First in Class amongst his peer planning group.
From IDS, he began working at the Charles Schwab office in downtown Cincinnati.
This was very formative because it allowed him to learn about the brokerage industry, the details of different investment products and how they can used in the fulfillment of his clients’ financial objectives.
Schwab then selected him to open an office in the suburbs of Cincinnati and in 1999 was chosen to lead the efforts in establishing a new branch office in Syracuse, NY.
While successfully leading the Schwab Syracuse office, he became aware of an opportunity to join the H&R team which he did in 2004.
He is a graduate of Miami University of Ohio where he obtained a bachelor’s degree in Psychology.
Casey D. Ryan active positions
Companies | Position | Start |
---|---|---|
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Portfolio Manager-Equities | 2003-12-31 |
Former positions of Casey D. Ryan
Companies | Position | End |
---|---|---|
American Express Financial Corp.
American Express Financial Corp. Investment ManagersFinance Part of American Express Co., American Express Financial Corp. provides investment advice. | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Training of Casey D. Ryan
Miami University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
American Express Financial Corp.
American Express Financial Corp. Investment ManagersFinance Part of American Express Co., American Express Financial Corp. provides investment advice. | Finance |
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