Ryder Taff, CFA, CIPM

Ryder Taff, CFA, CIPM

Intern

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location of Ryder Taff, CFA, CIPMJackson, Mississippi, United States

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  • Timeline

  • About me

    Shareholder, Financial Advisor and Portfolio Manager at New Perspectives, Inc.

  • Education

    • Mississippi School for Mathematics and Science

      2004 - 2006
      High School Diploma
    • University of Bristol

      2006 - 2009
      BSc Mathematics and Philosophy Mathematics and Philosophy
  • Experience

    • Mississippi Center For Justice

      May 2007 - Aug 2007
      Intern

      Filled in gaps in a mail survey by locating and visiting child-care centers across the state of MIssissippi. Worked independently over several weeks to complete data collection for the law office.

    • Olton Solutions

      Jun 2008 - Jun 2009
      Intelligence Analyst

      Responsible for the identification, validation and collection of multiple open source data sets. Independently conducted preliminary analysis of OSINT for Olton's key clients. Assisted high net worth individuals, governments and multinational corporations to support their strategic decision making process for situations such as:• Multi jurisdictional litigation support• Public relations and risk management• Bid Preparation• Hedge fund managers• International commodities tradingAssisted Senior Analysts with the summation and fusion of open source data with sensitive client-supplied information to create Olton's All-Source Intelligence product. Show less

    • New Perspectives, Inc.

      Jan 2011 - now
      Portfolio Manager

      I create and execute tailored allocation and investment recommendations for clients. Management process involves:• Work directly with clients to establish goals and help them understand their portfolio.• Generate investment ideas, conduct due diligence and modeling to support the thesis.• Develop firm outlook and implement in portfolios. • Monitor, analyze and assess holdings at firm, client and security level.• Cash flow management, custom reporting and other ad-hoc requests. Show less

  • Licenses & Certifications