Ryan Hepburn, CFA

Experience

• 

  Roanoke College

  Sept 2017 - May 2018

  Finance and Economics Tutor
• 

  The Hanover Group

  Jun 2018 - Aug 2018

  Small Commercial Underwriting Intern

  • Provided underwriters with relevant information to make informed decisions regarding business claims and policy amendments• Enhanced underwriting process by providing underwriters with potential risks of future losses• Collaborated with team members and agents to provide exemplary service• Developed an understanding of the insurance industry and small business operations

• 

  Roanoke College

  Sept 2018 - Dec 2018

  Portfolio Manager

  Head Manager of the Student Managed Fund• Monitored stock market and worked as part of a multi-member business team to manage endowment fund account totaling $1.1 million • Understood macroeconomic current events and how they would have an impact on our portfolio, and how to best take advantage of these events.• Analyzed securities and presented findings in the context of Buy/Hold/Sell discussions.

• 

  Lawrence Companies

  Jan 2019 - Apr 2021

  • Financial Analyst

    Jun 2019 - Apr 2021

  • Finance Intern

    Jan 2019 - May 2019
• 

  Rowe Furniture

  Apr 2021 - Nov 2022

  Financial Analyst
• 

  Clearstead Advisory Solutions

  Nov 2022 - now

  The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

  • Portfolio Manager

    Apr 2024 - now

  • Research Analyst

    Nov 2022 - now