Sign in

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

Kevin Ryan

Kevin Ryan

Investment Analyst at Beacon Investment Advisory Services, Inc.

New York, NY , United States

About

Kevin Ryan is an Investment Analyst at Beacon Trust in New York, NY, where he is responsible for comprehensive market research and due diligence across the investment platform. In this role, he plays a key part in evaluating and monitoring investment strategies, helping to construct portfolios that balance risk and return, and contributing insights for quarterly realignments based on evolving market conditions.

His expertise spans multiple asset classes, including mutual funds, ETFs, managed accounts, and alternative investments such as hedge funds and private investments, supporting diversified and adaptive allocation strategies for client portfolios. Prior to joining Beacon Trust, Kevin gained experience as a Financial Planning Analyst at a real estate investment firm and interned with a global consumer goods company, further developing his analytical and research skills.

Kevin holds both a Bachelor of Science (Cum Laude) and an MBA in Finance from Fairleigh Dickinson University, where he served as a board member for the Student Management Investment Fund, focusing on investment research and presentation. He is also pursuing the CFA designation, underscoring his commitment to professional advancement and excellence in the financial industry.

Career History

OrganizationRoleDate RangeDetails
Beacon TrustInvestment AnalystUnknown to Present
JP Management LLCUnknown to Present
JP Management LLC.Unknown to Present
Yard House RestaurantsServerJan 2022 to Present
KerryCommercial Finance InternJun 2022 to Aug 2022
Pricing and Margin Management for the Pharma team
Hillstone Restaurant GroupServerSep 2021 to Dec 2021
Red LobsterServerFeb 2020 to Sep 2021

Education

Fairleigh Dickinson University

Master of Business Administration - MBA, Finance, General

2023 2023

Fairleigh Dickinson University

Bachelor of Science - BS, Finance, General

2020 2022

Bergen Community College

Associate of Arts and Sciences - AAS

2018 2019

San Diego State University

2017 2018

Others at Beacon Investment Advisory Services, Inc. (8)

NameRoleLocation
Christopher Perrine
Christopher Perrine
Portfolio ManagerMorristown, NJ , United States
Diane Allard
Diane Allard
Vice President, Portfolio ManagerUnited States
Lee Delaporte
Lee Delaporte
Senior Portfolio ManagerJersey City, NJ , United States
Maria Di Zio
Maria Di Zio
Portfolio Manager and Vice PresidentNew Providence, NJ , United States
Matthew Kelly
Matthew Kelly
Portfolio ManagerUnited States
Christopher Shagawat
Christopher Shagawat
Senior Vice President, Portfolio ManagerClifton, NJ , United States
D
Diane Radossich
Portfolio ManagerWashington Township, NJ , United States
John Corcoran
John Corcoran
Portfolio Manager, Registered Investment AdvisorNY , United States

Similar Fund Managers

NameRoleFundLocation
AJ Loughry
AJ Loughry
Vice President, InvestmentsSimon Quick Advisors, LLCMorristown, NJ , United States
Cameron Brooks
Cameron Brooks
AnalystSimon Quick Advisors, LLCMorristown, NJ , United States
C
Claire Comerford
Senior Vice President - Advisor SolutionsAdvisors Capital Management, LLCNew York, NY , United States
David Lieberman
David Lieberman
Managing Director & Partner; Director of Investment Research & Corporate DevelopmentAdvisors Capital Management, LLCRidgewood, NJ , United States