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Kevin Ryan
Investment Analyst at Beacon Investment Advisory Services, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Beacon Trust | Investment Analyst | Unknown to Present | — |
| JP Management LLC | Unknown to Present | — | |
| JP Management LLC. | Unknown to Present | — | |
| Yard House Restaurants | Server | Jan 2022 to Present | — |
| Kerry | Commercial Finance Intern | Jun 2022 to Aug 2022 | Pricing and Margin Management for the Pharma team |
| Hillstone Restaurant Group | Server | Sep 2021 to Dec 2021 | — |
| Red Lobster | Server | Feb 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)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Morristown, NJ , United States | |
| Vice President, Portfolio Manager | United States | |
| Senior Portfolio Manager | Jersey City, NJ , United States | |
| Portfolio Manager and Vice President | New Providence, NJ , United States | |
| Portfolio Manager | United States | |
| Senior Vice President, Portfolio Manager | Clifton, NJ , United States | |
D Diane Radossich | Portfolio Manager | Washington Township, NJ , United States |
| Portfolio Manager, Registered Investment Advisor | NY , United States |
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| Managing Director & Partner; Director of Investment Research & Corporate Development | Advisors Capital Management, LLC | Ridgewood, NJ , United States |