Ryan Gelrod
Principal, Director of Portfolio Stragegy
- Role
- Principal, Director of Portfolio Strategy at Fairman Financial
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Ryan Gelrod
As Principal and Director of Portfolio Strategy at Fairman Financial, Ryan leads our…
Experience
Principal, Director of Portfolio Strategy
Oct 2012 — Present
Work with clients to build efficient, durable portfolios. Lead Portfolio Strategy Group through due diligence of outside investment managers and helping clients develop asset allocation targets. The broader Fairman Financial team can assist clients with the integration of many financial needs, including tax planning, tax preparation, independent investment advice, cash flow/retirement analysis, and/or estate planning. Fairman Financial is a fee-only service provider and is not affiliated with any product providers.
Education
Lehigh University
Bachelor of Science (BS), Finance
1989 — 1993
Skills
- Hedge Funds
- Tax
- Investments
- Bloomberg
- High Yield
- Asset Allocation
- Alternative Investments
- Private Equity
- Leveraged Finance
- Accounting
- Equities
- Finance
- Financial Analysis
- Capital Markets
- Portfolio Management
- Fixed Income
- Financial Modeling
- Valuation
- Asset Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.