Nick Ryder, CFA

Nick Ryder, CFA

Followers of Nick Ryder, CFA2000 followers
location of Nick Ryder, CFABryn Mawr, Pennsylvania, United States

Connect with Nick Ryder, CFA to Send Message

Connect

Connect with Nick Ryder, CFA to Send Message

Connect
  • Timeline

  • About me

    Chief Investment Officer at Kathmere Capital Management

  • Education

    • University of Pennsylvania

      2005 - 2008
      Bachelor of Arts (B.A.) Economics

      Activities and Societies: Varsity Golf, Ice Hockey Cum Laude

  • Experience

    • Vanguard

      Aug 2008 - Mar 2016

      Supported the oversight of Vanguard’s funds and conducted investment reviews focused on the portfolio management, positioning, and performance of Vanguard’s funds for a range of institutional and financial advisor clients. Consulted with institutional retirement plan providers on plan line up construction and investment fiduciary best practices. Led a team responsible for driving the development and implementation of Vanguard’s investment advice methodology for Vanguard’s ongoing managed advice offer. Provided methodology oversight of client portfolios and ensured the advice delivered to clients was applied appropriately and consistently. Managed cross-functional teams assigned to provide in-depth analysis of strategic, competitive, and product development issues and to provide solutions to critical business opportunities confronting Vanguard. Developed and presented findings, conclusions and recommendations to senior leadership. Contributed to the ongoing oversight of Vanguard's equity and balanced funds by performing qualitative and quantitative analysis on the funds' existing internal and external portfolio management teams as well as on prospective managers. Focused leadership development program that provides a leadership pipeline into Vanguard.

      • Product Specialist, Portfolio Review Department

        Dec 2014 - Mar 2016
      • Manager, Advice Services Investment Methdology

        Apr 2013 - Dec 2014
      • Senior Strategy Analyst, Corporate Strategy

        Apr 2011 - Apr 2013
      • Investment Analyst, Portfolio Review Department

        Aug 2009 - Apr 2011
      • Acceleration Into Management Program

        Aug 2008 - Aug 2009
    • Kathmere Capital Management

      Apr 2016 - now
      Chief Investment Officer

      I chair our Investment Committee and am responsible for the stewardship of our investment philosophy and the management of our clients’ portfolios. I also take an active role in the development of our firm’s thought leadership designed to communicate our beliefs on investing and our latest thinking on the markets and the economy. I work alongside our firm’s advisors to craft portfolio solutions tailored to our clients’ unique goals and circumstances.

  • Licenses & Certifications

    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute
      Sept 2012
      View certificate certificate
  • Volunteer Experience

    • Board Member

      Issued by HelpHOPELive on Mar 2013
      HelpHOPELiveAssociated with Nick Ryder, CFA