Ryan Page Batchelor
Fondatore presso Clifford Capital Partners LLC
Profilo
Mr. Ryan P.
Batchelor, CFA MBA, is a Portfolio Manager, Chief Investment Officer & Principal at Clifford Capital Partners LLC.
He is also a Co-Founder of Clifford Capital Partners.
Prior to founding Clifford Capital in 2010, he served three years as a Senior Equity Analyst at Wells Capital Management where he was a generalist, scouring all sectors of the market but also had specific responsibility for the financial services sector.
Before joining Wells Capital Management in 2007, he was an Equity Strategist and Analyst with Morningstar where he served as specialty finance analyst and team leader.
In addition to his years of experience in equity portfolio management and analysis, he also worked for three years at KPMG as an auditor.
Prior to that he volunteered for two years in Micronesia with an international non-governmental organization working with people in rural island areas within the Pacific Ocean.
He graduated summa cum laude from Brigham Young University – Hawaii with a B.S.
in Accounting and received his M.B.A.
with an emphasis in Finance from the Marriott School of Management at Brigham Young University.
He holds the Chartered Financial Analyst designation and is a Certified Public Accountant.
Posizioni attive di Ryan Page Batchelor
| Società | Posizione | Inizio |
|---|---|---|
Clifford Capital Partners LLC
 Clifford Capital Partners LLC Investment ManagersFinance Clifford Capital Partners LLC (CCP) is an independent registered investment advisor headquartered in Alpine, Utah. The firm was founded by Ryan Batchelor and Wayne Pierson in 2010. CCP provides portfolio management services to individuals, trusts, estates, corporations, charitable organizations, other investment advisers, institutions and registered investment companies. | Fondatore | 01/04/2010 |
Precedenti posizioni note di Ryan Page Batchelor
| Società | Posizione | Fine |
|---|---|---|
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Analyst-Equity | 30/03/2010 |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Corporate Officer/Principal | - |
Formazione di Ryan Page Batchelor
| Brigham Young University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
Clifford Capital Partners LLC
Clifford Capital Partners LLC Investment ManagersFinance Clifford Capital Partners LLC (CCP) is an independent registered investment advisor headquartered in Alpine, Utah. The firm was founded by Ryan Batchelor and Wayne Pierson in 2010. CCP provides portfolio management services to individuals, trusts, estates, corporations, charitable organizations, other investment advisers, institutions and registered investment companies. | Finance |
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