Ryan Lee Kelly

Directeur Général chez Spectrum Asset Management, Inc. (California)

Profil

Mr. Ryan L.
Kelly is Chief Executive Officer at Spectrum Asset Management, Inc. (California).
He has worked with the firm since October 1990.
He works with clients to align their wealth with their vision, values and goals.
His responsibilities include developing new client relationships, investment counseling, portfolio management and wealth management.
He chairs the Investment Committee for Coastline Community College Foundation.
Mr. Kelly transitioned Spectrum from a pure portfolio management firm in the late 90’s to a wealth management firm.
In 1999, he incorporated Values Based Financial Planning created by Bill Bachrach into the firm.
In 2005, he incorporated some of the key ideas of Dan Sullivan, including R-Factor and D.O.S.
and in 2007 he began working directly with Bruce Wright and became trained in the use of Macro Strategic Planning.
He recently completed a three-year term on the Board of Directors of the Pacific Club, the premier business and social club in Orange County.
He has served on numerous boards in a fiduciary capacity, often filling the role of Chairman.
He has taught investment courses at local community colleges, and has been a presenter on fundraising and investments to various non-profit groups, including the Network of California Community College Foundations.
Mr. Kelly earned his Bachelor of Arts in Political Science from the University of California, Santa Barbara in 1990.

Postes actifs de Ryan Lee Kelly

Sociétés	Poste	Début
Spectrum Asset Management, Inc. (California)	Directeur Général	01/10/1990

Formation de Ryan Lee Kelly

University of California, Santa Barbara

Undergraduate Degree