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Ryan Scott Streilein
Portfolio Manager-Equities at
West Financial Services, Inc.
Profile
Mr. Ryan S.
Streilein, CFA, is a Portfolio Manager at West Financial Services, Inc. He joined West Financial Services in June 2018.
He serves as an equity analyst and is responsible for producing research and supporting the investment committee.
Prior to joining the company, Mr. Streilein worked as an investment valuation analyst at a mutual fund company in the DC Metro Area.
He earned a BS in Management from the University of Maryland College Park and holds the Chartered Financial Analyst designation.
Ryan Scott Streilein active positions
| Companies | Position | Start |
|---|---|---|
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Portfolio Manager-Equities | 2018-05-31 |
Training of Ryan Scott Streilein
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
19
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Finance |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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