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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Northwest Asset Management | Portfolio Analyst | Aug 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)
| Name | Role | Location |
|---|---|---|
A Antriksh Kandhari | Portfolio Manager | Seattle, WA , United States |
| Portfolio Manager | Chicago, IL , United States | |
| Partner | Mercer Island, WA , United States | |
| Managing Partner | Mercer Island, WA , United States | |
| Options Trading Analyst | Mercer Island, WA , United States |
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