Ryan Coleman, CFA joined Alpha in 2016 and has quickly risen within the Alpha ranks. Ryan’s role includes investor research, market intelligence, and managing client deliverables. Prior to joining the Alpha team, he worked in private wealth management at Bank of America Merrill Lynch. While at Merrill Lynch, Ryan was responsible for sourcing and managing client relationships, constructing holistic financial plans for high-net-worth families and individuals, leveraging the commercial and consumer banking platforms as well as the optimization of Merrill Lynch’s proprietary investment research portal. He received his Bachelor’s Degree in Business Administration with concentrations in Finance and Economics from Augustana College. Ryan is a CFA Charterholder and an active member of the Dallas-Fort Worth CFA Society.
PROFESSIONAL ACCOMPLISHMENTS
- 8+ years of IR consulting
- Private Wealth Management at Bank of America Merrill Lynch
- Has run numerous Wall Street perception audits and has specialized in M&A advisory
- CFA Charterholder and an active member of the Dallas-Fort Worth CFA Society.
