Ryan Kersh - Equity Analyst and Trader

Ryan Kersh

Ryan joined Haven Wealth Group in January 2021. He served as a Senior Portfolio Manager for the Cougar Investment Fund overseeing a team of analysts and an $11.5 million equity portfolio. Ryan served on investment committee for the Cougar Investment Fund that makes buy/sell decisions. Utilize DCF models and bottom-up approach to value companies, make buy/sell recommendations, and pitch recommendations to Investment Committee. Also factor in beta relative to Fund, overall Fund weighting of growth vs. value, and sector and market cap weightings relative to Fund benchmarks. In 2013, Ryan worked with NUB3D in Spain and trained with 3D scanners, 3D modeling and metrology software by company that develops optical measuring systems based on white light technology. Translated technical notes from Spanish to English to create sales presentations.

Major Accomplishments:

Ryan earned his Bachelor’s of Science Degree in Mechanical Engineering from The University of Texas at Austin. He earned his Master of Business Administration from the University of Houston with an emphasis in Finance and Equity Fund Management. And, earned his Master of Industrial Engineering from the University of Houston. Ryan is currently studying for his Series 65.

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