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Casey D. Ryan

Vice President, Senior Portfolio Manager at Howe & Rusling, Inc.
Overview
Relationships
Paths
Education
Career History

Casey D. Ryan

Vice President, Senior Portfolio Manager at Howe & Rusling, Inc.

Overview

Number of Relationships
This person is connected to 67 people.

Relationships See Details


Chairman, President & Chief Compliance Officer at Howe & Rusling, Inc.

Vice President, Senior Portfolio Manager at Howe & Rusling, Inc.

Vice President, Senior Portfolio Manager at Howe & Rusling, Inc.

Vice President, Strategy at Howe & Rusling, Inc.

Vice President, Director of Client Services at Howe & Rusling, Inc.

Vice President, Director of Fixed Income Research at Howe & Rusling, Inc.

Vice President & Senior Equity Analyst at Howe & Rusling, Inc.

Client Services Administrator at Howe & Rusling, Inc.

Head Receptionist at Howe & Rusling, Inc.

Former Vice President, Director of Operations at Howe & Rusling, Inc.
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Educational Background

 
Miami University is one of the oldest public universities in the country, made possible by an ordinance signed by President George Washington in 1795. Chartered in 1809, Miami welcomed its first students in 1824. Miami's reputation grew as quickly as its enrollment, and it became known as the "Yale of the West" for its ambitious liberal arts curriculum. Today, Miami consistently ranks among the nation's top public universities for the quality of teaching and overall student experience. One of Miami University's most famous graduates was Benjamin Harrison, who later became a President of the United States. Professor William Holmes McGuffey revolutionized the education of generations of Americans when he conducted research for his Eclectic Readers series while teaching at Miami from 1826 to 1836. The "mother of fraternities," Miami was the founding site of four national fraternities: Beta Theta Pi, Phi Delta Theta, Sigma Chi, and Phi Kappa Tau; as well as Delta Zeta sorority.

Career History

Vice President, Senior Portfolio Manager
2004 - Current
Howe & Rusling mainly offers large-cap equity and intermediate fixed income investment management strategies. The firm researches security selection, and tactical asset class and sector allocations. They assist clients with some financial planning and on occasion use outside asset managers and ETFs, but their primary focus is on security selection.Howe & Rusling has three main equity strategies: Core Equity, Equity Income and Concentrated Equity. Their Core Equity portfolio is a diversified portfolio of approximately 30 large-cap equities. The firm's Equity Income portfolio is a portfolio of approximately 30 higher dividend equities, intended for clients looking to increase their portfolio income, or reduce their portfolio volatility. Howe & Rusling's Concentrated Equity portfolio is a non-diversified portfolio holding 6 to 8 of their core equity positions, intended for smaller and more aggressive investors.Howe & Rusling's fixed income analysts use a combination of macroeconomic analysis & forecasting, proprietary modeling, sector-specific research, and financial reporting analysis. All securities are considered based on their yield to maturity, risk/reward profile, their liquidity, their optionality, and how they fit into each portfolio. The firm's primary fixed income expertise is in the Treasury, Agency, Investment Grade Corporate, Municipal, and Agency Mortgage Backed sectors.
Professional
Prior
Schwab Charles & Co., Inc. provides investment products and services to retirement and other benefit participants. Its services include investment advisory and trading, equity research, and online financial services. The firm also provides advisory services on estate planning, life insurance, and annuities. The company was founded in 1971 and is headquartered in San Francisco, CA.
Professional
Prior
Part of American Express Co., American Express Financial Corp. is an American company focused on investment advice.

Other Affiliations

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