Ryan Little, CFA
Senior Associate Portfolio Manager & Client Project Manager
Ryan is a Senior Associate Portfolio Manager & Client Project Manager at Athena Capital. He is responsible for preparing and presenting performance reports to assist in the formulation of portfolio recommendations. He also attends client meetings, prepares and reviews client investment materials, maintains a working knowledge of current events in global investment markets and participates in daily market research meetings and monthly investment committee meetings.
Prior to Athena, Ryan was an Assistant Portfolio Manager for Woodstock Services Company, a wealth and asset management firm in Boston. Previously, he worked at US Bank as a CDO Portfolio Administrator and began his career as an Assistant Treasurer with Rhode Island Housing.
- Bachelor of Science in Finance with a minor in Economics from Providence College
ACHIEVEMENTS AND POSTS
- Chartered Financial Analyst (CFA) Charterholder