About
Ryan L. Kirk, CFA, serves as President and Head of Portfolio Management at NewSquare Capital LLC, where he leads the firm’s investment management activities and oversees the development and execution of portfolio strategies. Based in Lansdale, PA, Ryan has been integral to NewSquare's growth since joining at its founding in 2009, contributing to portfolio strategy innovation and firm leadership.
Ryan’s investment focus includes multi-asset strategies designed to grow and protect client wealth, with a strong emphasis on disciplined, research-driven risk management. His expertise spans public equities, fixed income, and alternative investments, supporting both high-net-worth individuals and institutional clients. He is recognized for guiding the firm’s response to market volatility with fact-based decision-making and analytical rigor.
Ryan began his career during the 2008 financial crisis at Aberdeen Asset Management, gaining firsthand experience in risk management under extreme market stress. He also served as Investment Associate at Creative Financial Group, building a broad base of experience prior to joining NewSquare. Ryan holds a Bachelor of Science in Business Management from the University of Scranton and is a CFA charterholder and member of the CFA Society of Philadelphia.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewSquare Capital, LLC | Portfolio Manager | Jan 2010 to Present | — |
| Creative Financial Group | Investment Associate | Aug 2009 to Dec 2009 | — |
| Aberdeen Asset Management | Trade Support Analyst | Jun 2008 to Dec 2008 | — |
Education
University of Scranton
2004 — 2008
Skills & Expertise
Others at Newsquare Capital LLC (8)
| Name | Role | Location |
|---|---|---|
| Senior Municipal Portfolio Manager | Philadelphia, PA , United States | |
M Miguel Biamon | Senior Fixed Income Portfolio Manager | Newtown Square, PA , United States |
| Vice President | Malvern, PA , United States | |
A Andrew Zach | Portfolio Analyst | Philadelphia, PA , United States |
| Portfolio Analyst | Newtown Square, PA , United States | |
L Laurie Freeborn | PM | Canada |
L Lee Grout | Senior Portfolio Manager | Downingtown, PA , United States |
| Analyst | Newtown Square, PA , United States |
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