Ryan Chiaverini, CFA, CPA

Client Portfolio Manager at Meritage Portfolio Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Certificate in ESG Investing
    CFA Institute
    Jan, 2021
    - Nov, 2024
  • Chartered Financial Analyst Charterholder
    CFA Institute
    Sep, 2015
    - Nov, 2024
  • Certified Public Accountant
    Kansas Board of Accountancy
    Oct, 2008
    - Nov, 2024

Experience

  • Meritage Portfolio Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Client Portfolio Manager
      • Sep 2017 - Present

  • Creative Planning
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Planner
      • Jan 2017 - Sep 2017

  • DeMarche
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Development & Account Manager
      • Oct 2012 - Dec 2016

Education

  • University of Missouri-Kansas City
    MBA, Finance
    2002 - 2004
  • Kansas State University
    Business, International Business & Marketing
    1994 - 1998
  • Olathe South High School

Community

You need to have a working account to view this content. Click here to join now