![Ryan Walton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
Mr. Ryan Walton is Associate Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. He joined the firm in 2015.
His duties include constructing portfolios through asset allocation, daily monitoring of accounts for rebalancing opportunities, and executing securities transactions to help clients achieve their investment objectives.
He received his Bachelor of Science degree in Finance from Brigham Young University.
Antiguos cargos conocidos de Ryan Walton.
| Empresas | Cargo | Fin |
|---|---|---|
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns. | Gestor de Cartera-Acciones | - |
Formación de Ryan Walton.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
63
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns. | Finance |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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