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Ryan Stallard

Ryan Stallard

Portfolio Manager at Clearstead Advisors, LLC

Virginia Beach, VA , United States

About

Ryan Stallard is a Portfolio Manager-Equities at Clearstead Advisors, LLC, where he is responsible for developing, implementing, and monitoring equity investment strategies for both institutional and high-net-worth clients. His role entails conducting rigorous market and sector research, managing equity allocations, and aligning portfolios with client objectives and risk profiles.

Stallard's investment focus centers on the equities sector, with deep experience in both research and portfolio management for public equities and multi-asset mandates, serving diverse institutional and private clients. Prior to joining Clearstead in 2024, he held key roles at Wilbanks Smith & Thomas Asset Management LLC, including Portfolio Manager-Equities, Portfolio Specialist, and Portfolio Analyst, contributing to research and portfolio construction for various asset classes.

He holds a Bachelor of Science in Finance and Economics from Old Dominion University and is a CFA charterholder, reflecting his commitment to professional excellence and ethical investment management. His expertise spans investment research, asset allocation, and advisory services, particularly within the finance and consumer services sectors, and he has played an important role on investment committees and advisory teams throughout his career.

Career History

OrganizationRoleDate RangeDetails
Clearstead Advisory SolutionsPortfolio ManagerApr 2024 to Present
Wilbanks Smith & Thomas Asset Management LLCPortfolio SpecialistFeb 2021 to Apr 2024
Wilbanks Smith & Thomas Asset Management LLCPortfolio AnalystFeb 2019 to Feb 2021
Wilbanks Smith & Thomas Asset Management LLCProduct AssociateJan 2018 to Jan 2019
Target GroupSubcontractorJan 2015 to Jan 2018

Education

Old Dominion University

Bachelor of Science - BS, Finance, Economics

2016 2017

Others at Clearstead Advisors, LLC (16)

NameRoleLocation
K
Khristian Ortiz-Ortega
TraderNorfolk, VA , United States
Kimberly Trnavsky
Kimberly Trnavsky
AnalystLakewood, OH , United States
Konstantin Goldberg
Konstantin Goldberg
Associate Portfolio ManagerCleveland, OH , United States
Kyle Elliott
Kyle Elliott
PrincipalRaleigh, NC , United States
Luke Scanlan
Luke Scanlan
Portfolio ManagerNorfolk, VA , United States
Scott McCluney
Scott McCluney
Portfolio ManagerNorfolk, VA , United States
Stephen Drum
Stephen Drum
Associate Portfolio ManagerCleveland, OH , United States
Erin Abate
Erin Abate
Client planning Associate and Research AssociateNorfolk, VA , United States
Gavin Markham
Gavin Markham
Private Markets Research AnalystDayton, OH , United States
Linda Bubar
Linda Bubar
Senior AssociateMedina, OH , United States
Showing 1-10 of 16 team members

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