Ryan English
Portefeuillebeheerder-Aandelen bij Foster & Motley, Inc.
Profiel
Mr. Jeffrey R.
English, CFA MBA, is an Investment Manager & Shareholder at Foster & Motley, Inc. In 2016, he joined Foster & Motley as a Portfolio Manager and works with clients to protect and grow their wealth.
Mr. English started his career in the trading department of Fifth Third, spending five years there.
As an Equity Trader, he was responsible for executing trades across the bank’s equity strategies and covered call writing option strategy.
In 2009, he became an Equity Research Analyst and Portfolio Manager for the bank’s internal equity strategy.
Mr. English covered the Information Technology, Healthcare, Materials, and Utilities sectors.
In early 2013, he was promoted to the portfolio management team in the Private Bank where he was responsible for providing investment counsel to high net worth clients.
He ended his tenure at Fifth Third Bank managing over $400 million in client assets as a Senior Portfolio Manager.
Mr. English graduated in 2003 with a Bachelors in Economics and in 2004 an MBA with concentrations in Finance from Rollins College (Florida).
He is a member of the CFA Institute and was awarded the Chartered Financial Analyst (CFA) designation in 2008.
He became a licensed Certified Public Accountant (CPA) in 2014 and is a member of the AICPA.
In 2015, he earned the Certified Financial Planner (CFP) designation.
Actieve functies van Ryan English
Bedrijven | Functie | Begin |
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Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Portefeuillebeheerder-Aandelen | 01-01-2016 |
Eerdere bekende functies van Ryan English
Bedrijven | Functie | Einde |
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Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Analyst-Equity | 01-05-2016 |
ClearArc Capital, Inc.
ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital, Inc. is an investment management firm headquartered in Cincinnati, Ohio. The firm is a wholly-owned subsidiary of Fifth Third Bancorp (NASDAQ: FITB) (FITB). ClearArc Capital traces their origins to Investment Strategies, Inc. (ISI), a Cleveland-based investment firm, which was founded in 1975. In 1992, ISI changed their name to Maxus Asset Management, Inc. (MAMI). In connection with the acquisition of the parent company of MAMI by FITB in January 2001, the firm’s name was changed to Fifth Third/Maxus Asset Management. On April 2, 2001, FITB acquired Old Kent Financial Corp. which owned Lyon Street Asset Management Co. On April 30, 2001, the firm name was changed to Fifth Third Asset Management, Inc. and consequently became ClearArc Capital, Inc. in December 2013. ClearArc Capital provides discretionary and non-discretionary investment management services to charitable organizations, not-for-profit organizations, corporations, governmental plans and municipalities, trusts and high net-worth individuals, pension and profit-sharing plans, banks, and pooled investment vehicles. | Corporate Officer/Principal | - |
Opleiding van Ryan English
Rollins College (Florida) | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 3 |
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Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Finance |
ClearArc Capital, Inc.
ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital, Inc. is an investment management firm headquartered in Cincinnati, Ohio. The firm is a wholly-owned subsidiary of Fifth Third Bancorp (NASDAQ: FITB) (FITB). ClearArc Capital traces their origins to Investment Strategies, Inc. (ISI), a Cleveland-based investment firm, which was founded in 1975. In 1992, ISI changed their name to Maxus Asset Management, Inc. (MAMI). In connection with the acquisition of the parent company of MAMI by FITB in January 2001, the firm’s name was changed to Fifth Third/Maxus Asset Management. On April 2, 2001, FITB acquired Old Kent Financial Corp. which owned Lyon Street Asset Management Co. On April 30, 2001, the firm name was changed to Fifth Third Asset Management, Inc. and consequently became ClearArc Capital, Inc. in December 2013. ClearArc Capital provides discretionary and non-discretionary investment management services to charitable organizations, not-for-profit organizations, corporations, governmental plans and municipalities, trusts and high net-worth individuals, pension and profit-sharing plans, banks, and pooled investment vehicles. | Finance |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Finance |