Ryan Gorman CFA CMT BFA
About
Ryan Gorman CFA CMT BFA is from Grand Rapids Metropolitan Area. Ryan is currently Chief Investment Officer (CIO), Behavioral Investment Counselor at CALLESEN WEALTH MANAGEMENT, INC., located in Manistee, Michigan, United States.
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Ryan Gorman CFA CMT BFA's current jobs
At Callesen Wealth Management, I fill three roles. First and foremost I am a Behavioral Investment Counselor to my friends and clients. Second, I am the Chief Investment officer and finally a partner of the firm. As a Behavioral Investment Counselor, I meet with clients to determine their goals and values. We then construct a portfolio and finally use behavioral coaching to execute their plan. Goals. Plan. Portfolio. As Chief Investment Officer, I work as the primary analyst and trader of our in house stock, ETF and bond fund strategies. Additionally I monitor and interpret our Market Navigator.