Ryan E. Larson, Cfa, Caia Email & Phone Number

Irvine, California, United States

Consult to institutions, family offices and RIAs on manager research, asset allocation, macroeconomic analysis, strategy investment communications, client interactions, reporting and processes. Work with Boston-based Fiduciary Wealth Partners (FWP), Pechanga Development Corp., Newport Beach-based Flatrock Capital (ex-PIMCO), Merrill Lynch, Research Affiliates, and Pueblo of Sandia Endowment. Portfolio manager for family office assets, earning an excess return of 4% over ACWI since inception (12/31/2016).

Irvine, Ca

Irvine, Ca

Highland, Ca

Involved in all aspects of the portfolio management of an institutional endowment portfolio. Conducted manager sourcing and monitoring, asset allocation analysis, risk management, writing/presenting, investment policy, and team management.

Newport Beach, Ca

Acted as an investment specialist for the firm. Conducted investment research and managed products across a broad group of asset classes, including equity strategies, commodities, and low volatility. Provided capital markets and strategy investment communications to institutional plan sponsors and investment consultants. Was responsible for the firm's investment reviews and authored various publications and research.

Eugene, Or

Conducted research on all aspects of the University of Oregon's endowment, including manager selection in long-only equity and fixed income, hedge funds, private equity, and real estate asset classes.

Portland, Oregon Area

Equity and real estate manager and asset class research.

San Diego, Ca

Head of research team selecting investment managers for corporate DC and DB plans.