Ryan Gorman, CFA, CMT, BFA

Chief Investment Officer & Financial Advisor

At WMA, I meet with clients to provide investment strategy, and I also conduct research leadership and portfolio management for the firm. With our clients, I help encourage “proper” investment behavior by developing investment strategies that are actively managed in a thoughtful way to help them achieve their goals while responding to changes in the economy and markets. 

My love for markets and economics keeps me busy in and outside of work. Away from the office, I am on the board of the CFA Society of West Michigan.

With my wonderful wife and our two beautiful young daughters, I enjoy the beach, visiting family and cheering on Michigan sports teams.

First and foremost, I appreciate the people here. The Midwest, in general, and West Michigan specifically is a great place because the people. And the beauty of the lakeshore is a close second!

Meet Ryan

Contact Details

Education

BS, Business Administration, Finance
Minor in Economics
University of Wisconsin-Milwaukee, Milwaukee, WI

Chartered Financial Analyst (CFA)
Chartered Market Technician (CMT)
Behavioral Financial Advisor (BFA)

Designations & Certifications