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Ryan Chiaverini

Ryan Chiaverini

Client Portfolio Manager at Meritage Portfolio Management

Kansas City, MO , United States

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

OrganizationRoleDate RangeDetails
Meritage Portfolio ManagementClient Portfolio ManagerSep 2017 to Present
Creative Planning Inc.Financial PlannerJan 2017 to Sep 2017
DeMarche Associates IncClient Development and Account ManagerOct 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

Finance
Financial Analysis
Asset Management
Financial Reporting
Sales
Financial Modeling
Management
Investments
Business Development
Risk Management
Strategic Financial Planning
Financial Planning
Internal Audit
Leadership
Project Management
Portfolio Management
Business Analysis
Customer Service
Strategic Planning

Others at Meritage Portfolio Management (5)

NameRoleLocation
J
Jim Klein
Principal, Sr. Portfolio ManagerOverland Park, KS , United States
L
Leonard Mitchell
CFA, Principal, Sr. Portfolio ManagerOverland Park, KS , United States
Mark Eveans
Mark Eveans
President and Chief Investment OfficerKansas City, MO , United States
P
Philip Cole
Senior Client Portfolio ManagerKansas City, MO , United States
Zachary Shafran
Zachary Shafran
Senior Portfolio ManagerKansas City, MO , United States

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