Ryan Luna
Senior Portfolio Manager, V P @Citizens Business Bank
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WORK HISTORY
Senior Portfolio Manager, V P @Citizens Business Bank
Newport Beach, CA, US
EDUCATION
Yale School of Management
Certificate
University of California, Riverside
Bachelor of Arts - BA
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.)
SKILLS
ABOUT RYAN LUNA
As a portfolio manager with broad experience in institutional and private client asset management, I believe in an investment approach that is global in perspective and inclusive of all major public and private asset classes. Highlights: Experienced in managing strategies for HNW/UHNW, institutional clients and managed portfolios. Conduct research and due diligence on public and private opportunities, evaluating fund managers for private equity, hedge funds, and across alternative strategies. A collaborative, articulate leader that knows how to create strong cultures and views diversity as a must to grow high performing teams.Solutions driven and outcome-oriented. Building a brighter future for investors one relationship at a time.
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