Kate Elizabeth Ryan
Investment Committee Member at Capital Advisors Group, Inc.
Profile
Ms. Kate E.
Ryan is Senior Portfolio Manager at Capital Advisors Group, Inc. Ms. Ryan manages and monitors investment portfolios based on clients’ risk tolerances, liquidity needs, and return objectives.
She consults with clients on investment strategy, portfolio activity, investment guideline modification, and performance.
She joined Capital Advisors Group in 2001 and serves on the firm’s Investment Committee.
Ms. Ryan received her BA in Economics, Magna Cum Laude, from Tufts University and an MBA from Babson College - Franklin W.
Olin Graduate School of Business.
Kate Elizabeth Ryan active positions
| Companies | Position | Start |
|---|---|---|
Capital Advisors Group, Inc.
 Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations. | Investment Committee Member | 2000-12-31 |
Training of Kate Elizabeth Ryan
| Babson College | Masters Business Admin |
| Tufts University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Capital Advisors Group, Inc.
Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations. | Finance |
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