Palm Tree
Ryan Stewart, CFA, is an experienced finance professional currently serving as an Associate and M&A Senior Analyst at Palm Tree LLC since July 2022. Demonstrating expertise in financial modeling, process standardization, and data normalization using Python and SQL, Ryan has successfully automated month-end close processes and developed management dashboards with Power BI. Previously, Ryan held roles at institutions such as Jefferies and UBS, focusing on trading strategies and custom reporting. With a strong foundation in investment analysis as a former analyst at Community Capital Management, Inc., and experience in credit analysis at Oxbow, Ryan possesses a diverse skill set in finance and investment, complemented by a Bachelor of Science in Accounting and Finance from Florida State University.
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