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Ryan Chiaverini
Client Portfolio Manager at Meritage Portfolio Management
About
Ryan Chiaverini, CFA, CPA, is the Senior Client Portfolio Manager at Meritage Portfolio Management in Overland Park, Kansas, where he leads client communications on investment strategy and provides guidance on asset allocation, style diversification, and comprehensive financial planning. He works with private and institutional clients across the U.S., specializing in portfolio management, pension consulting, and investment advisory services that encompass equities, fixed income, and diversified asset allocation strategies.
With over 25 years of experience in finance and more than 15 years in investment management, Ryan brings extensive expertise in client relationship management and investment research. His previous roles include Financial Planner at Creative Planning, Client Development and Account Manager at DeMarche Associates, as well as positions at Vestas Wind Technology and Great Plains Energy, highlighting his multifaceted background within the financial services and energy sectors.
Ryan holds a B.S. in Business from Kansas State University and an M.B.A. in Finance from the University of Missouri-Kansas City. He maintains the CFA accreditation, is a certified public accountant, and has earned the CFA Institute’s Certificate in ESG Investing, underscoring his commitment to responsible investment practices and ongoing professional development.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Meritage Portfolio Management | Client Portfolio Manager | Sep 2017 to Present | — |
| Creative Planning Inc. | Financial Planner | Jan 2017 to Sep 2017 | — |
| DeMarche Associates Inc | Client Development and Account Manager | Oct 2012 to Dec 2016 | — |
Education
University of Missouri-Kansas City
MBA, Finance
2002 — 2004
Kansas State University
Business, International
1994 — 1998
Olathe South High School
Skills & Expertise
Others at Meritage Portfolio Management (5)
| Name | Role | Location |
|---|---|---|
J Jim Klein | Principal, Sr. Portfolio Manager | Overland Park, KS , United States |
L Leonard Mitchell | CFA, Principal, Sr. Portfolio Manager | Overland Park, KS , United States |
| President and Chief Investment Officer | Kansas City, MO , United States | |
P Philip Cole | Senior Client Portfolio Manager | Kansas City, MO , United States |
| Senior Portfolio Manager | Kansas City, MO , United States |
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