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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Clearstead Advisory Solutions | Portfolio Manager | Apr 2024 to Present | — |
| Wilbanks Smith & Thomas Asset Management LLC | Portfolio Specialist | Feb 2021 to Apr 2024 | — |
| Wilbanks Smith & Thomas Asset Management LLC | Portfolio Analyst | Feb 2019 to Feb 2021 | — |
| Wilbanks Smith & Thomas Asset Management LLC | Product Associate | Jan 2018 to Jan 2019 | — |
| Target Group | Subcontractor | Jan 2015 to Jan 2018 | — |
Education
Old Dominion University
Bachelor of Science - BS, Finance, Economics
2016 — 2017
Others at Clearstead Advisors, LLC (16)
| Name | Role | Location |
|---|---|---|
K Khristian Ortiz-Ortega | Trader | Norfolk, VA , United States |
| Analyst | Lakewood, OH , United States | |
| Associate Portfolio Manager | Cleveland, OH , United States | |
| Principal | Raleigh, NC , United States | |
| Portfolio Manager | Norfolk, VA , United States | |
| Portfolio Manager | Norfolk, VA , United States | |
| Associate Portfolio Manager | Cleveland, OH , United States | |
| Client planning Associate and Research Associate | Norfolk, VA , United States | |
| Private Markets Research Analyst | Dayton, OH , United States | |
| Senior Associate | Medina, OH , United States |
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