About

Ryan Kelley, CFA®

Portfolio Manager

Joined Bell: 2019

Hidden Talent: Formerly certified in welding structural steel

Inspiration: Traveling

Ryan became a member of the Bell Team in 2019. With nine years of prior Financial Services experience, he serves as a Portfolio Manager responsible for reviewing the firm’s investment choices, programs, and allocations. Ryan enjoys analyzing investments and financial markets, as well as learning about new philosophies of investing. He is committed to serving the needs of clients and is passionate about designing thoughtful portfolios for clients. He serves as a member of Bell’s Investment Committee.

Ryan was born in Southern California and raised in Ojai, California, a small town 80 miles northwest of Los Angeles. While completing his bachelor’s in Business Administration at Sonoma State University, he took an introductory course in Corporate Finance and ultimately liked the subject so much that he specialized his degree with a concentration in Finance.

Prior to joining the Bell team, Ryan worked for a boutique emerging markets asset manager where he focused on institutional client service and business development. He has also has worked as a Portfolio Manager for a retirement-focused Broker-Dealer in the Santa Barbara, California area. Ryan spent part of his early thirties living in Santiago, Chile, where he improved his Spanish and worked as a Senior Investment Analyst for the country’s largest annuity provider, focusing on Latin American corporate debt offerings and custom derivative hedging solutions.

Ryan has earned the right to use the Chartered Financial Analyst® designation, a rigorous program that instills a deep knowledge of investment analysis, management, and ethics.

Away from work, Ryan is a passionate fisherman. Most recently, he caught a 100-pound marlin near Cabo San Lucas, Mexico.

Market Analysis

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Sector Imbalances & Investor Sentiment
October 2, 2020 Sector Imbalances & Investor Sentiment The beginning and the end of September rescued the stock …Read More

Video

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Webinar: 2020 Election Impact – What Investors Should Know
October 23, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More