Ryan L. Kirk, CFA

Ryan L. Kirk, CFA

Ryan leads the portfolio management team. He oversees the day-to-day management of NewSquare’s portfolios. He has been with NewSquare since its founding in 2009. Ryan has been instrumental in expanding the firm’s investment offerings, bringing innovative strategies to NewSquare’s clients. He also provides leadership to the overall management of the firm, assisting with business development, new product development, education, and content management strategy and execution.

Reflecting on the abilities he brings to the team, his in-depth preparation and search for further knowledge are constants. Ryan is often the one to challenge the team to “dig deeper” for better solutions for clients. He comes at decisions with a fact-based and analytical viewpoint. But he also welcomes other perspectives with an open mind and believes teamwork results in the best outcomes. The team appreciates his drive and diligence, but they are quick to point out that his disarming sense of humor is an important part of his personality and effectiveness.

Ryan started his financial industry career during a very turbulent time. He joined Aberdeen Asset Management in 2008 in the midst of the Great Recession. As markets were tanking, Ryan learned how critical it is to manage risk and protect capital for clients. Ever since that time, Ryan has remained convinced that successful investing can be executed with fact-based implementation, but emotions can hinder that success if investors let them.

Ryan holds a Bachelor of Science degree in Business Management from the University of Scranton, where he played on the basketball team all four years. He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia.

Together with his wife, Ryan enjoys the fun and busy, sometime-crazy, never-dull life of parents of three young children.

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