Ryan Gorman, Cfa, Cmt, Bfa

Ryan Gorman, Cfa, Cmt, Bfa Email and Phone Number

Chief Investment Officer @ Tamarisk Family Office
Michigan, United States
Ryan Gorman, Cfa, Cmt, Bfa's Location
Ada, Michigan, United States, United States
Ryan Gorman, Cfa, Cmt, Bfa's Contact Details

Ryan Gorman, Cfa, Cmt, Bfa work email

Ryan Gorman, Cfa, Cmt, Bfa personal email

n/a
About Ryan Gorman, Cfa, Cmt, Bfa

My Passion for financial markets and economics has been around for as long as I can remember. Every job and internship I have had from banking to accounting was geared toward helping me learn to analyze companies, the economy and manage investment portfolios. My education consists of a Bachelor of Business Administration in Finance with a minor in Economics. I have also earned the Chartered Market Technician and Chartered Financial Analyst designations. These are the gold standard designations for investment research, portfolio management, fundamental analysis, technical analysis and economic analysis. After working with friends and clients for over a decade, I acquired the Behavioral Financial Advisor designation. It became clear to me that clients can better stick to their long term investment plans when they are tied intricately to their most heartfelt goals and values.

Ryan Gorman, Cfa, Cmt, Bfa's Current Company Details
Tamarisk Family Office

Tamarisk Family Office

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Chief Investment Officer
Michigan, United States
Ryan Gorman, Cfa, Cmt, Bfa Work Experience Details
  • Tamarisk Family Office
    Chief Investment Officer
    Tamarisk Family Office
    Michigan, United States
  • West Michigan Advisors
    Chief Investment Officer
    West Michigan Advisors May 2024 - Present
    Holland, Michigan, Us
  • Callesen Wealth Management, Inc.
    Chief Investment Officer (Cio), Behavioral Investment Counselor
    Callesen Wealth Management, Inc. Jul 2012 - May 2024
    Manistee, Michigan, Us
    At Callesen Wealth Management, I fill three roles. First and foremost I am a Behavioral Investment Counselor to my friends and clients. Second, I am the Chief Investment officer and finally a partner of the firm.As a Behavioral Investment Counselor, I meet with clients to determine their goals and values. We then construct a portfolio and finally use behavioral coaching to execute their plan. Goals. Plan. Portfolio.As Chief Investment Officer, I work as the primary analyst and trader of our in house stock, ETF and bond fund strategies. Additionally I monitor and interpret our Market Navigator.

Ryan Gorman, Cfa, Cmt, Bfa Skills

Portfolio Management Mutual Funds Asset Allocation Economics Investment Advisory Finance Investments Equity Trading Equities Wealth Management Financial Statement Analysis Banking Fixed Income Derivatives Financial Services Fixed Income Analysis Equity Valuation Monetary Economics Alternative Investments Corporate Finance Investment Strategies Hedge Funds Financial Modeling Trading Risk Management Financial Markets

Ryan Gorman, Cfa, Cmt, Bfa Education Details

  • University Of Wisconsin-Milwaukee
    University Of Wisconsin-Milwaukee
    Economics Minor

Frequently Asked Questions about Ryan Gorman, Cfa, Cmt, Bfa

What company does Ryan Gorman, Cfa, Cmt, Bfa work for?

Ryan Gorman, Cfa, Cmt, Bfa works for Tamarisk Family Office

What is Ryan Gorman, Cfa, Cmt, Bfa's role at the current company?

Ryan Gorman, Cfa, Cmt, Bfa's current role is Chief Investment Officer.

What is Ryan Gorman, Cfa, Cmt, Bfa's email address?

Ryan Gorman, Cfa, Cmt, Bfa's email address is rm****@****mni.com

What schools did Ryan Gorman, Cfa, Cmt, Bfa attend?

Ryan Gorman, Cfa, Cmt, Bfa attended University Of Wisconsin-Milwaukee.

What are some of Ryan Gorman, Cfa, Cmt, Bfa's interests?

Ryan Gorman, Cfa, Cmt, Bfa has interest in Education.

What skills is Ryan Gorman, Cfa, Cmt, Bfa known for?

Ryan Gorman, Cfa, Cmt, Bfa has skills like Portfolio Management, Mutual Funds, Asset Allocation, Economics, Investment Advisory, Finance, Investments, Equity Trading, Equities, Wealth Management, Financial Statement Analysis, Banking.

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