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Ryan Lindley

Ryan Lindley

Portfolio Analyst at Nwam LLC

Charlotte, NC , United States

About

Ryan Lindley is a Portfolio Manager-Equities at NWAM LLC (Northwest Asset Management), based in Charlotte, NC. In his current role, he is responsible for overseeing the firm's equity investment strategies, asset allocation, portfolio modeling, and trade execution, supporting both institutional and private clients in their wealth management objectives. His recent progression from Equity Analyst to Portfolio Manager highlights his focus on equities within broader asset management functions.

Lindley began his career in management roles at Amazon before entering the financial services sector as a registered representative at Merrill Lynch, building a unique blend of operational and finance expertise. At NWAM LLC, his primary focus involves analyzing and managing equity portfolios, with an emphasis on constructing diversified strategies that meet client risk and return profiles; his work spans multiple sectors, reflecting a broad approach to public equities rather than specialization in a single industry or niche asset class.

He holds a master's degree in Business Administration from the University of Alabama's Manderson Graduate School of Business, along with degrees from the Kelley School of Business at Indiana University and the University of North Carolina at Charlotte. Lindley's commitment to professional growth and industry knowledge is evident in his multifaceted educational background and evolving responsibilities within the investment management sector.

Career History

OrganizationRoleDate RangeDetails
Northwest Asset ManagementPortfolio AnalystAug 2022 to Present

Education

Indiana University - Kelley School of Business

University of Alabama, Manderson Graduate School of Business

University of North Carolina at Charlotte

Others at Nwam LLC (5)

NameRoleLocation
A
Antriksh Kandhari
Portfolio ManagerSeattle, WA , United States
Candida Casey
Candida Casey
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Steven Hering
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PartnerMercer Island, WA , United States
Aifa Greg Headrick
Aifa Greg Headrick
Managing PartnerMercer Island, WA , United States
Sam Headrick
Sam Headrick
Options Trading AnalystMercer Island, WA , United States

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