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Kimberly Ryan
Gestionnaire de Portefeuille-Actions chez
Boston Common Asset Management LLC
Profil
Ms. Kimberly E.
Ryan, CFA, is a Portfolio Manager at Boston Common Asset Management LLC.
She has over 20 years of experience as an Analyst and Portfolio Manager.
Her research responsibilities include the global consumer discretionary and communication services sectors.
Before joining Boston Common in 2023, Ms. Ryan was a Senior Portfolio Manager with Wells Fargo’s Social Impact Investing team, where she co-managed multiple US large-cap ESG strategies that incorporated client values.
She developed and co-managed a sustainable US REIT strategy that beat its benchmark over one–, three–and five-year periods.
Ms. Ryan oversaw portfolio construction, worked directly with the team’s analysts, and communicated with clients and prospects.
Before that, she was in a similar role as a partner with Nelson Capital Management, a wholly-owned subsidiary of Wells Fargo Private Bank, where she co-managed several predecessor strategies to Social Impact Investing.
Ms. Ryan began her career as an Investment Banking Analyst with Alex Brown’s Media and Telecommunications group.
She also managed multi-asset class portfolios for Wells Fargo Private Bank for several years.
Ms. Ryan earned a BBA from the University of Notre Dame with a double major in finance and government.
She is a CFA charterholder and a member of the CFA Institute and the CFA Society of San Francisco.
Postes actifs de Kimberly Ryan
| Sociétés | Poste | Début |
|---|---|---|
Boston Common Asset Management LLC
 Boston Common Asset Management LLC Investment ManagersFinance Boston Common is an active, global manager which specializes in long-only equity and balanced strategies and pursues long-term capital appreciation by seeking to invest in diversified portfolios of high quality, socially responsible stocks. The firm identifies attractively valued companies for investment through rigorous analysis of financial, environmental, social, and governance (ESG) factors. To manage risk, Boston Common quantifies reasonable downside, based on historical analogs and on the intrinsic value that would be justified in alternative scenarios. They combine both traditional financial analysis and ESG research in their integrated investment approach. | Gestionnaire de Portefeuille-Actions | 01/11/2023 |
Anciens postes connus de Kimberly Ryan
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities. | Gestionnaire de Portefeuille-Actions | 01/10/2023 |
The Electronic Transactions Association
 The Electronic Transactions Association Miscellaneous Commercial ServicesCommercial Services Operates as a trade association for digital payments industry | Directeur/Membre du Conseil | - |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities. | Corporate Officer/Principal | - |
Deutsche Bank Alex. Brown, Inc.
 Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Provides wealth management services | Corporate Officer/Principal | 31/07/1999 |
Nelson Capital Management LLC
 Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management (NCM) focuses on providing investment services to separately managed accounts for individuals, high net-worth individuals, trusts, endowments, foundations and other institutions. In addition to wealth management services provided to individuals, the firm's institutional business focuses on managing two primary investment strategies: US large cap core equity (GARP) and US large-cap core equity socially responsible investing (SRI). Based on each client's specific investment goals and risk tolerance, they seek profitable investments in microenterprise, community development, clean technology and other opportunities that provide high social or environmental impact. Corporate engagement on environmental, social, and governance (ESG) issues is an integral part of NCM's investment process. Their ultimate goal is to achieve outcomes favorable to both shareholders and society. NCM's large-cap GARP and SRI strategies are characterized by high-quality companies that demonstrate leadership in growing industries and which are currently undervalued relative to the broader markets. The firm employs a proprietary framework, drawing from quantitative techniques, fundamental analysis and qualitative judgment to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM reviews a broad spectrum of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are chosen based on exemplary credit rating, competitive projected returns and other factors that they believe make the security suitable for client portfolios. The firm's fixed-income strategy is also dependent on each client's tax sensitivity. For client investments made in small-cap common stocks and foreign securities, NCM generally invests in no-load mutual funds and/or ETFs. For clients whose investments in large- and mid-cap common stocks fall below $300,000, NCM will likely invest in no-load mutual funds. | Membre du Comité d'Investissement | - |
Formation de Kimberly Ryan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deutsche Bank Alex. Brown, Inc.
Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Provides wealth management services | Finance |
Boston Common Asset Management LLC
Boston Common Asset Management LLC Investment ManagersFinance Boston Common is an active, global manager which specializes in long-only equity and balanced strategies and pursues long-term capital appreciation by seeking to invest in diversified portfolios of high quality, socially responsible stocks. The firm identifies attractively valued companies for investment through rigorous analysis of financial, environmental, social, and governance (ESG) factors. To manage risk, Boston Common quantifies reasonable downside, based on historical analogs and on the intrinsic value that would be justified in alternative scenarios. They combine both traditional financial analysis and ESG research in their integrated investment approach. | Finance |
The Electronic Transactions Association
The Electronic Transactions Association Miscellaneous Commercial ServicesCommercial Services Operates as a trade association for digital payments industry | Commercial Services |
Nelson Capital Management LLC
Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management (NCM) focuses on providing investment services to separately managed accounts for individuals, high net-worth individuals, trusts, endowments, foundations and other institutions. In addition to wealth management services provided to individuals, the firm's institutional business focuses on managing two primary investment strategies: US large cap core equity (GARP) and US large-cap core equity socially responsible investing (SRI). Based on each client's specific investment goals and risk tolerance, they seek profitable investments in microenterprise, community development, clean technology and other opportunities that provide high social or environmental impact. Corporate engagement on environmental, social, and governance (ESG) issues is an integral part of NCM's investment process. Their ultimate goal is to achieve outcomes favorable to both shareholders and society. NCM's large-cap GARP and SRI strategies are characterized by high-quality companies that demonstrate leadership in growing industries and which are currently undervalued relative to the broader markets. The firm employs a proprietary framework, drawing from quantitative techniques, fundamental analysis and qualitative judgment to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM reviews a broad spectrum of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are chosen based on exemplary credit rating, competitive projected returns and other factors that they believe make the security suitable for client portfolios. The firm's fixed-income strategy is also dependent on each client's tax sensitivity. For client investments made in small-cap common stocks and foreign securities, NCM generally invests in no-load mutual funds and/or ETFs. For clients whose investments in large- and mid-cap common stocks fall below $300,000, NCM will likely invest in no-load mutual funds. | Finance |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities. | Finance |
