Ryan L. Kirk, CFA
Ryan is in charge of the day-to-day management of all NewSquare Portfolios. Additionally, as a NewSquare Portfolio Manager, he is directly responsible for the implementation of NewSquare’s RELATIVE STRENGTH and STRATEGIC Portfolios. He also works closely with the other Senior Portfolio Managers and the Director of Research supporting the daily management of all accounts. Other responsibilities include business development, new product development, education, and content communication. His efforts continue to be integral in the overall growth of NewSquare Capital.
Ryan has several years of experience in the financial industry. Prior to joining NewSquare Capital, he gained his initial experience at Aberdeen Asset Management. He holds a BS in Business Management from the University of Scranton. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Philadelphia. Ryan also holds the Series 7 and 66 securities registrations.