About
Ryan Chang is an Investment Analyst at Kestra Investment Management, LLC, based in Austin, TX, where he is responsible for conducting market research, investment analysis, and due diligence across a diverse range of asset classes for the firm's clients. In his current role, Chang contributes to portfolio construction and provides strategic asset allocation insights, supporting Kestra’s affiliated broker-dealers and registered investment advisers with tailored investment solutions. While specific sectors he covers are not publicly detailed, his responsibilities at Kestra encompass multi-asset research and cross-sector analysis, leveraging his background in both fundamental and quantitative approaches.
Prior to joining Kestra Investment Management in September 2021, Chang held positions as a Financial Analyst at AMD, where he gained expertise in corporate finance and financial planning, and as a Client Service Specialist at TD Ameritrade, developing strong client-facing and operational skills. These experiences provided him with a broad foundation in financial analysis, investment operations, and direct client support, preparing him for his current research-focused role within Kestra’s investment management team.
Ryan Chang holds a Bachelor's degree in Finance from St. Edward's University and a Bachelor's degree in Business Administration, Management and Operations from Boston University, underscoring his proficiency in investment analysis and business strategy. His interdisciplinary academic background and professional experience across asset allocation and financial analysis position him as a valuable contributor to Kestra’s investment research and portfolio guidance functions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kestra Investment Management | Investment Analyst | Sep 2021 to Present | — |
| AMD | Financial Analyst | Jun 2020 to Sep 2021 | — |
| TD Ameritrade | Client Service Specialist | Aug 2019 to Jan 2020 | - Responsible for the day-to-day operations and administrative functions of the branch - Ensure that all paperwork, policy and procedures follow compliance requirements - Work with Financial Consultan... |
| AMD | Finance Intern | May 2019 to Aug 2019 | - Collaborated with business partners to update the weekly, quarterly and annual operating expense - Collaborated with finance team and business partners on the state of the business - Created financi... |
| CareerPlug | Sales Intern | Sep 2018 to Apr 2019 | - Worked with head of marketing to create blog posts and developed a master slide PowerPoint for the company. - Created PowerPoints for sales team to use in sales meetings, demos and presentations. - ... |
| Coastal Comfort | Founder of Coastal Comfort | May 2016 to Sep 2018 | I am the founder of a t-shirt company called Coastal Comfort. I started this company in the summer of 2016 with the help of two friends. Our goal was to create an extremely comfortable beach theme t-s... |
| Corpus Christi Country Club | Corpus Christi Country Club Lifeguard | Mar 2017 to Aug 2018 | — |
| City of Corpus Christi | City of Corpus Christi Lifeguard | Mar 2014 to Aug 2017 | — |
Education
St.Edward's University
Bachelor's degree, Finance
2018 — 2020
Boston University
Bachelor's degree, Business Administration, Management and Operations
2017 — 2018
W.B. Ray High School
2013 — 2017
Others at Kestra Investment Management, LLC (5)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | Austin, TX , United States | |
| Senior Trader | Austin, TX , United States | |
| Trader | Austin, TX , United States | |
| Investment Analyst | Austin, TX , United States | |
| Investment Analyst | Austin, TX , United States |