Ryan Rosen

Ryan Rosen, CFA has a diverse work experience in the finance and investment industry. Ryan began their career at William O'Neil + Co. Inc. as a Data Research Analyst, where they analyzed corporate financial statements and trained new employees. Ryan then became a Supervisor and Global Focus List Project Manager, creating revenue-generating recommendations for global equities.

In 2013, Ryan joined PAAMCO as a Summer Associate, conducting research on the non-US volatility market and analyzing hedge fund managers. Ryan later became an Associate, then an Associate Director, and finally a Director at PAAMCO Prisma, specializing in investment management.

Currently, Ryan is serving as the Director of Investments at Corient since 2023, utilizing their expertise in the field.

Ryan Rosen, CFA obtained a Master of Business Administration (MBA) from UCLA Anderson School of Management from 2012 to 2014. Prior to that, they earned a Bachelor of Arts (B.A.) in Economics from UCLA between 2002 and 2006. Ryan completed their high school education at Phoenix Country Day School from 1998 to 2002. Additionally, they hold several certifications, including a Certificate in Quantitative Finance from CQF obtained in January 2018, a Chartered Financial Analyst (CFA) Charterholder designation from the CFA Institute obtained in August 2017, a Series 3 certification from the Financial Industry Regulatory Authority (FINRA) obtained in August 2015, and a Series 65 certification also from FINRA obtained in November 2010.