Ryan W. Whited, CFA
Director of Portfolio Management
Ryan has been working behind the scenes to ensure an exceptional client experience since 2014. In addition to implementing and maintaining advisory operations, Ryan executes all discretionary trades and brings a unique data-driven perspective to our strategic, risk-managed investment programs. Ryan is an investment advisor representative of WealthTrak Capital Management, our Registered Investment Adviser (RIA) firm.
Mr. Whited has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Society Virginia. While the CFA Program is typically completed by those with finance, accounting, economics, or business backgrounds, Ryan also has a background in science and human behavior. He received a Bachelor of Science Degree in Psychology from James Madison University in 2013 and enjoys combining methods and skills learned in all disciplines to managing risk and understanding return.
Ryan is a native of Hampton Roads and currently lives in Virginia Beach. He likes to unwind in his free time by running, playing guitar, and enjoying the beach with friends and family.