Chris founded Ryan Investments in 2001 and is responsible for creating iFolios®, an active allocation and trend-following strategy used by the firm to manage client portfolios. He splits his responsibilities between CEO and Investment Advisor, and is a member of the Investment Committee. His previous experience includes 4 years as Sr. Portfolio Manager with NationsBank Private Client Group (Dallas), 5 years as Sr. Vice President with Merrill Lynch (Boulder/Aspen), and 4 years with Ernst & Young as a Senior Valuation Analyst (Denver/Dallas).
Chris earned his B.S. in Finance and M.S. in Accounting from the University of Colorado – Boulder, and holds designations including CPA (Certified Public Accountant – Colorado) and CFA (Chartered Financial Analyst). He currently serves on the Executive Committee of Aspen Public Radio, has served on the Pitkin County Financial Advisory Board, and is a current member of the CFA Institute and the CFA Society of Colorado.
Joining the team as Portfolio Manager in 2014, Andrew’s primary duties include daily monitoring of portfolio positions versus the firm’s iFolios model allocations, observing market trends in relation to our proprietary trading signal, and executing trades as necessary. Andrew brings analytical skills learned during three years as a real estate portfolio manager for a private equity investor and two years of commercial appraisal experience in Aspen.
Andrew is a native of Australia and moved to Aspen in 2009. He earned his B.S. in Property Economics as well as his B.A. in International Studies from the University of Technology, Sydney, including a year of study in Lausanne, Switzerland. Andrew is currently a Level III Candidate for the CFA (Chartered Financial Analyst) designation and is a current member of the CFA Institute and the CFA Society of Colorado. Since 2015, Andrew has served as a Board Member with the Aspen Young Professionals Association.
Sarah joined Ryan Investments in 2006 as Account Manager and is responsible for opening and maintaining portfolio accounts, reconciling and reporting, as well as the trading of securities. Her previous experience includes 2 years as a Personal Banker and Loan Processor at Timberline Bank (Aspen), 2 years as Concierge at the St. Regis Hotel (Aspen), and 1 year as Account Manager with Summit Consulting Group (Chicago).
Sarah earned her B.S. in Marketing and Spanish from Iowa State University – Ames. She currently serves as Secretary for Lucky Day Animal Rescue, and is a member of the Aspen Young Professionals Association.