Sign in

You're signed outSign in or to get full access.

Saryn Powell

Saryn Powell

Research Analyst at Ae Wealth Management LLC

Kansas City, MO , United States

About

Saryn Powell is a Research Analyst at AE Wealth Management LLC, based in Kansas City, MO, where she is responsible for conducting comprehensive investment research and supporting the firm's portfolio strategy and asset allocation processes. She collaborates closely with the AEWM Investment Consulting Group, contributing analytical insights to inform fund selection, benchmark development, and ongoing portfolio evaluation for advisory clients.

Her expertise spans public market securities with a primary focus on multi-asset portfolio construction, fixed income, and equity strategies, leveraging both quantitative and qualitative research methodologies. Through her prior roles in securities operations at UMB Bank, Saryn has developed a robust understanding of operational due diligence, trade settlements, and risk controls within institutional financial services environments.

Saryn holds a Master of Science in Finance and a Bachelor of Business Administration in Finance from the UMKC Henry W. Bloch School of Management, providing her with strong analytical and technical skills relevant to modern portfolio management. She is recognized for bringing a data-driven, client-centric approach to investment research, helping to drive effective investment solutions for advisors and their clients.

Career History

OrganizationRoleDate RangeDetails
AE Wealth Management, LLCResearch AnalystApr 2024 to Present
UMB BankSecurities Services Operations AnalystJul 2023 to Apr 2024
UMB BankSecurities Services Operations Associate SrFeb 2023 to Jul 2023
Stepp & Rothwell, Inc.Financial Planning Associate InternNov 2022 to Jan 2023
Edelman Financial EnginesWealth Planning Support InternJun 2022 to Aug 2022

Education

UMKC Henry W. Bloch School of Management

Master of Science - MS, Finance

2023 2024

UMKC Henry W. Bloch School of Management

Bachelor of Business Administration - BBA, Finance

2020 2023

Skills & Expertise

Data Analysis
Financial Services
Financial Statement Analysis
Investment Analysis
Financial Modeling
Project Management
Communication
Problem Solving

Others at Ae Wealth Management LLC (6)

NameRoleLocation
Gabriela Nioce
Gabriela Nioce
TraderTopeka, KS , United States
Julie Lane
Julie Lane
Trading Reconciliation AssociateTopeka, KS , United States
Cfa® Cfp®
Cfa® Cfp®
Chief Investment OfficerTopeka, KS , United States
Jared Smith
Jared Smith
Trading Service AssociateUnited States
Sarah Temple
Sarah Temple
TraderTopeka, KS , United States
Tom Siomades
Tom Siomades
Chief Investment OfficerTopeka, KS , United States

Similar Fund Managers

NameRoleFundLocation
John Chrin
John Chrin
PartnerCircle Wealth Management, LLCNJ , United States
Maria Chrin
Maria Chrin
Managing PartnerCircle Wealth Management, LLCNew York, NY , United States
Allen Steinkopf
Allen Steinkopf
Investment ManagerMairs & Power Inc.Burnsville, MN , United States
Christopher Strom
Christopher Strom
Vice President and Investment ManagerMairs & Power Inc.Saint Paul, MN , United States