Ryan E. Larson, CFA, CAIA
LP
Verified
Ryan Larson joined the SMBMI Investment Office as Director of Investments in March 2016. Ryan has 20 years of experience and joins us from Research Affiliates, a $175 billion multi-asset investment firm. At Research Affiliates, he conducted investment research and managed products across a broad group of asset classes, including equity strategies, fixed income, commodities, and low volatility. Ryan provided capital markets and strategy investment communications to institutional investors and investment committees. Ryan was responsible for the firm's investment reviews and authored publications and research.
Ryan previously worked at the University of Oregon Foundation, where he conducted research on all aspects of the university's endowment, such as manager selection in the asset classes of long-only equity and fixed income, hedge funds, private equity, and real estate.
Previously, he worked in asset class and manager research as a partner at CTC Consulting in Portland, Oregon, and at Citigroup Global Markets/Francis Investment Counsel as a director of investment analysis and research.
He has been a CFA charterholder since 2007 and is a member of CFA Institute and the CFA Society of Orange County. He also is a Chartered Alternative Investment Analyst (CAIA).
Ryan received his BA from Lake Forest College with a major in Finance and a minor in Political Science.
Ryan lives with his wife and two girls in Irvine. In his free time, he enjoys traveling, hiking & mountaineering, coaching his girls’ soccer teams, and hailing from Wisconsin, cheering on the Packers and Badgers.