Portfolio Manager And Head Of Investments
Current
Mar 2021 - Present
AeroLeads people directory · profile
Thomas Ryan Email & Phone Number
Portfolio Manager and Head of Investments
at
Hedeker Wealth, LLC
1 work email found
@huntington.com
2 phones found area 423
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager and Head of Investments
Location
Vernon Hills, Illinois, United States
Company size
Who is Thomas Ryan? Overview
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Quick answer
Thomas Ryan is listed as Portfolio Manager and Head of Investments at Hedeker Wealth, LLC, a with 3 employees, based in Vernon Hills, Illinois, United States. AeroLeads shows a work email signal at huntington.com, phone signal with area code 423, and a matched LinkedIn profile for Thomas Ryan.
Thomas Ryan previously worked as Portfolio Manager III at Huntington National Bank and Wealth Advisor at Spectrum Management Group. Thomas Ryan studied at Cfa Level Iii Candidate.
Company email context
Email format at Hedeker Wealth, LLC
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{first}.{last}@huntington.com
86% confidence
AeroLeads found 1 current-domain work email signal for Thomas Ryan. Compare company email patterns before reaching out.
Profile bio
About Thomas Ryan
Experienced Portfolio Manager with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Asset Allocation, and Portfolio Construction with an understanding of Financial Planning, Risk Management and Trust and Estate Services. Coupled with my professional experience is a strong education. I have a Masters of Business Administration (M.B.A.) focused in Finance, Strategy Execution and Valuation from DePaul University - Charles H. Kellstadt Graduate School of Business. Additionally, I am a CFA Level III Candidate.
Listed skills include Call Centers, Customer Satisfaction, Process Improvement, Insurance, and 29 others.
Current workplace
Thomas Ryan's current company
Company context helps verify the profile and gives searchers a useful next step.
Hedeker Wealth, Llc
7 roles
Thomas Ryan work experience
A career timeline built from the work history available for this profile.
Portfolio Manager Iii
Nov 2017 - Aug 2020
Wealth Advisor
Spectrum Management Group
- Provide in depth analysis to high net worth and emerging net worth clients and prospects over a range of topics including: tax and estate planning, investment management, insurance and risk management- Through comprehensive profiling, create financial plans to help clients and prospects solve complex problems- Through client and prospect meetings, explain and present solutions to solve their complex changing needs- Coordinate and develop partnerships across internal and external work relationships for an exceptional client experience-Work with managing partners to develop new business and deepen existing relationships-Participate and engage in ad hoc projects throughout different sub committees-Continued career development through personal, educational, and volunteer programs
Jul 2016 - Aug 2017
Associate Portfolio Manager
- Manage the investment and asset management needs of Northern Trust wealth management clients- Strategically develop, implement, and monitor investment portfolios tailored to customized asset allocations for high net worth clients and prospects- Through investment reviews, confirm and update appropriate investment objectives and discuss appropriate future investment recommendations- As part of the relationship team, aid in the development of additional new business, deepen existing relationships, and explore future opportunities- Engage with clients and prospects on the current global economic and geo political environments and those effects on their portfolio construction and results
Apr 2014 - Jun 2016
Account Manager, Investment Management
-Manage a small set of revenue producing accounts, develop and design investment programs based on client objectives and goals- Strategically develop, implement, and monitor investment portfolios tailored to customized asset allocations for high net worth clients and prospects-Through team collaboration, strategically develop, implement, and monitor investment portfolios tailored to customized asset allocations for high net worth clients-As part of the relationship team, develop additional business, deliver engaging presentations, and lead service team coordination-Evaluate investment, economic, and political issues to communicate effectively with clients and internal partners-Employ fundamental analysis to evaluate, determine, and articulate appropriateness of investment strategies and products to clients
Feb 2013 - Apr 2014
Investment Associate
-Support Portfolio Managers daily workflow including: tracking trade activity, preparing performance results, and delivering high level proactive service-Create and deliver dynamic presentations for internal partners and clients-Employ fundamental analysis to evaluate, determine, and articulate appropriateness of investment strategies and products to clients-Obtain knowledge and understanding of all functions surrounding Trust Banking
Jun 2011 - Jan 2013
Audit And Control Analyst Private Equity
Jun 2007 - Jun 2011
Team & coworkers
Colleagues at Hedeker Wealth, LLC
Other employees you can reach at hedekerwealth.com. View company contacts for 3 employees →
3 education records
Thomas Ryan education
Education record
Cfa Level Iii Candidate
Master Of Business Administration (M.B.A.), Finance, Strategy Execution And Valuation, 3.9
Bachelor Of Science (B.S.), Economics
FAQ
Frequently asked questions about Thomas Ryan
Quick answers generated from the profile data available on this page.
What company does Thomas Ryan work for?
Thomas Ryan works for Hedeker Wealth, LLC.
What is Thomas Ryan's role at Hedeker Wealth, LLC?
Thomas Ryan is listed as Portfolio Manager and Head of Investments at Hedeker Wealth, LLC.
What is Thomas Ryan's email address?
AeroLeads has found 1 work email signal at @huntington.com for Thomas Ryan at Hedeker Wealth, LLC.
What is Thomas Ryan's phone number?
AeroLeads has found 2 phone signal(s) with area code 423 for Thomas Ryan at Hedeker Wealth, LLC.
Where is Thomas Ryan based?
Thomas Ryan is based in Vernon Hills, Illinois, United States while working with Hedeker Wealth, LLC.
What companies has Thomas Ryan worked for?
Thomas Ryan has worked for Hedeker Wealth, Llc, Huntington National Bank, Spectrum Management Group, and Northern Trust.
Who are Thomas Ryan's colleagues at Hedeker Wealth, LLC?
Thomas Ryan's colleagues at Hedeker Wealth, LLC include Vidad Akish, Brian Sullivan, and Dean Hedeker.
How can I contact Thomas Ryan?
You can use AeroLeads to view verified contact signals for Thomas Ryan at Hedeker Wealth, LLC, including work email, phone, and LinkedIn data when available.
What schools did Thomas Ryan attend?
Thomas Ryan studied at Cfa Level Iii Candidate.
What skills is Thomas Ryan known for?
Thomas Ryan is listed with skills including Call Centers, Customer Satisfaction, Process Improvement, Insurance, Service Delivery, Bpo, Workforce Management, and Analysis.
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