You're signed outSign in or to get full access.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| AE Wealth Management, LLC | Research Analyst | Apr 2024 to Present | — |
| UMB Bank | Securities Services Operations Analyst | Jul 2023 to Apr 2024 | — |
| UMB Bank | Securities Services Operations Associate Sr | Feb 2023 to Jul 2023 | — |
| Stepp & Rothwell, Inc. | Financial Planning Associate Intern | Nov 2022 to Jan 2023 | — |
| Edelman Financial Engines | Wealth Planning Support Intern | Jun 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
Others at Ae Wealth Management LLC (6)
| Name | Role | Location |
|---|---|---|
| Trader | Topeka, KS , United States | |
| Trading Reconciliation Associate | Topeka, KS , United States | |
| Chief Investment Officer | Topeka, KS , United States | |
| Trading Service Associate | United States | |
| Trader | Topeka, KS , United States | |
| Chief Investment Officer | Topeka, KS , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | Circle Wealth Management, LLC | NJ , United States | |
| Managing Partner | Circle Wealth Management, LLC | New York, NY , United States | |
| Investment Manager | Mairs & Power Inc. | Burnsville, MN , United States | |
| Vice President and Investment Manager | Mairs & Power Inc. | Saint Paul, MN , United States |