Ryan Vernon Knisely
Analyst-Fixed Income chez Envestnet Asset Management, Inc.
Profil
Mr. Ryan V.
Knisely is an Investment Analyst at Envestnet Asset Management, Inc. He joined the firm in June 2016.
In this role, he conducts quantitative and qualitative research, due diligence, and analysis on mutual fund and separate account managers focusing on the fixed income space.
Prior to joining Envestnet, Mr. Knisely worked in a variety of roles at Charles Schwab & Co., Inc. for just under nine years.
Past roles include trading specialist where he focused on equity and mutual fund trading for two years as well as a five year role in Partner Support, providing dedicated operational and research support for Schwab Financial Consultants and their high net worth in practice clients.
Additionally, he served in a compliance role in the Anti Money Laundering and Fraud Investigations Department identifying and assessing risk.
Mr. Knisely holds a BS in Business Administration and Biochemistry from University of Colorado - Boulder.
Postes actifs de Ryan Vernon Knisely
| Sociétés | Poste | Début |
|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Analyst-Fixed Income | 01/06/2016 |
Anciens postes connus de Ryan Vernon Knisely
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | - |
Formation de Ryan Vernon Knisely
| University of Colorado Boulder | Undergraduate Degree |
Expériences
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| Entreprise privées | 2 |
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Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
