Ryan M. Floyd, CFA, CFP®
Ryan serves as a Principal at West Paces Advisors, where he has used his investment management experience to head investment research. Prior to joining the firm in 2016, Ryan was a Portfolio Manager at the Northern Trust Company where he handled the investment management and financial advisory needs of high net worth families. He started his career in 2008 with Lincoln Financial Advisors as a financial planner where he provided holistic financial planning services for individual high net worth clients.
Ryan holds a Masters of Business Administration in Finance from Piedmont College, a Bachelor of Business Administration from the Terry College of Business at the University of Georgia and has completed and achieved the Chartered Financial Analyst (“CFA”) designation and has also earned a CERTIFIED FINANCIAL PLANNER™ designation. He is also a member of the Atlanta Society of Finance and Investment Professionals.
Ryan is very involved in the community he grew up in. Presently, he serves on the Board of Directors for the Atlanta Union Mission where he chairs the Endowment Committee and is a member of the Vinings Rotary Club.
Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor’s degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.
Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.