Profil
Mr. Ryan C.
McCleary is Senior Vice President & Relationship Manager at Atlantic Trust Private Wealth Management.
Prior to that, he served as vice president and co-portfolio manager with Fruth Investment Management, a Houston-based registered investment advisor, where he also co-managed client service for high-net-worth individuals and families.
Before joining Fruth in 2008, he served eight years as a vice president and portfolio manager at King Investment Advisors, where he was as a member of the firm's Investment Advisory Group and chiefly responsible for the firm's overall positioning and market strategy.
He began his career in the investment business at Beutel Goodman Capital Management, where he worked as an analyst on a $2 billion mid-to-large cap domestic equities portfolio.
He has several years of experience in the financial services industry.
Mr. McCleary earned a BA from Vanderbilt University and was graduated summa cum laude.
He also holds the CFA designation and is a member of the CFA Institute.
Ehemalige bekannte Positionen von Ryan C. McCleary
| Unternehmen | Position | Ende |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Analyst-Equity | 18.01.2011 |
Fruth Investment Management
 Fruth Investment Management Investment ManagersFinance Fruth Investment Management (FIM) is an independent registered investment advisor headquartered in Houston, Texas. The firm was founded by Richard J. Fruth in 1992. FIM provides fee-only, independent, professional portfolio management for high net worth individuals, families, and trusts. | Portfolio Manager-Aktien | 31.07.2010 |
King Investment Advisors, Inc.
 King Investment Advisors, Inc. Investment ManagersFinance Founded in 1981 by Roger E. King, King Investment Advisors, Inc. is a registered investment advisor located in Houston, Texas with an additional office in Irving, Texas. The firm manages investment portfolios for institutional and individual investors. Their institutional clients include corporations, employee retirement plans, public funds, foundations and endowments. King offers a full range of investment advisory services including separately managed stock and bond accounts, financial planning and mutual fund asset allocation portfolios. In addition, they offer tax-efficient and socially responsible investment strategies. | Analyst-Equity | 30.09.2008 |
Ausbildung von Ryan C. McCleary
| Vanderbilt University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
King Investment Advisors, Inc.
King Investment Advisors, Inc. Investment ManagersFinance Founded in 1981 by Roger E. King, King Investment Advisors, Inc. is a registered investment advisor located in Houston, Texas with an additional office in Irving, Texas. The firm manages investment portfolios for institutional and individual investors. Their institutional clients include corporations, employee retirement plans, public funds, foundations and endowments. King offers a full range of investment advisory services including separately managed stock and bond accounts, financial planning and mutual fund asset allocation portfolios. In addition, they offer tax-efficient and socially responsible investment strategies. | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Fruth Investment Management
Fruth Investment Management Investment ManagersFinance Fruth Investment Management (FIM) is an independent registered investment advisor headquartered in Houston, Texas. The firm was founded by Richard J. Fruth in 1992. FIM provides fee-only, independent, professional portfolio management for high net worth individuals, families, and trusts. | Finance |
