Ryan Stuart
Chief Compliance Officer & Operations Director at Wt Wealth Management
Based in Evergreen, United States
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Seniority
Other
Department
Other
Location
Evergreen
Industry
Financial Services
Company size
17
Contact information
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r•••••••@wtwealthmanagement.com
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Background
About Ryan Stuart
Finance professional with five years of "Big 4 accounting experience" in Economic and Valuation Services and, most recently, nine years in the investment management industry working with an RIA with >$375 million in assets under management. Skilled in portfolio management, financial modeling, business valuation, and business management. Received a Bachelor of Business Administration (BBA) with a Certificate in Quantitative Finance from the University of Colorado at Boulder in 2010. Earned the Chartered Financial Analyst (CFA) designation in 2014 after passing the three exams in consecutive years and meeting the four years of relevant work experience requirement.
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