Ryan Dayton
Pittsburgh,Pennsylvania
Overview
10
10
years of professional experience
Work History
Investment Advisor
PNC Institutional Asset Management
02.2025 - Current
- Advise institutional healthcare clients on portfolio positioning, asset allocation, and liquidity management in line with client objectives. Currently work on 19 relationships with $5bn in assets under management.
Portfolio & Trust Administrator
PNC Institutional Asset Management
10.2022 - 02.2025
- Service $2bn institutional healthcare portfolio. Responsible for reporting, research, client meetings, and administrative tasks.
Investment & Planning Analyst
Hapanowicz & Associates Wealth Management
06.2021 - 10.2022
- Full-time (June 2022 to October 2022) operate the Trade Desk, assist in client prospecting (online and in-person), provide research for Investment Committee meetings, and construct Financial Plans for clients.
- Intern (June 2021 to August 2021) assist in constructing Financial Plans, attend on-site prospecting visits, file/organize administrative paperwork, and attend all committee meetings.
Caddie
Pittsburgh Field Club
05.2015 - Current
- Daily interaction with a diverse group of highly successful individuals including major corporate executives. Recognized by ownership for strong interpersonal skills and work ethic to assist top members and guests.
Education
Bachelor of Arts - Economics
Allegheny College
06-2022
Skills
- CFA Level I Exam: Passed
- Series 7 Exam Sept 2022
- Securities Industry Essentials (SIE) Exam July 2022
- Volunteer Income Tax Associate (VITA), Meadville, PA
- Elfinwild Presbyterian Church Board of Trustees
- Eagle Scout of America
Timeline
Investment Advisor
PNC Institutional Asset Management
02.2025 - Current
Portfolio & Trust Administrator
PNC Institutional Asset Management
10.2022 - 02.2025
Investment & Planning Analyst
Hapanowicz & Associates Wealth Management
06.2021 - 10.2022
Caddie
Pittsburgh Field Club
05.2015 - Current
Bachelor of Arts - Economics
Allegheny College
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