Profil
Ryan Anthony Hughes is the founder of Bull Oak Capital LLC, a portfolio management firm founded in 2014.
He held the title of Portfolio Manager.
Mr. Hughes also worked as a Financial Advisor at Morgan Stanley & Co. LLC from 2009 to 2010 and as a Vice President at Charles Schwab & Co., Inc. (Broker) from 2010 to 2012.
Mr. Hughes received his undergraduate degree from the University of Southern California in 2007 and his MBA from UCLA Anderson School of Management in 2014.
Postes actifs de Ryan Anthony Hughes
| Sociétés | Poste | Début |
|---|---|---|
Bull Oak Capital LLC
Bull Oak Capital LLC Investment ManagersFinance Bull Oak provides five investment strategies for their clients: Conservative, Moderate Conservative, Moderate, Moderate Aggressive, and Aggressive. In an effort to provide their clients with the greatest probability of success over the long-term, they created an investment philosophy that focuses on three central principles: diversify efficiently, tilt to small-cap and value stocks, and manage risk accordingly. The firm’s investment strategy is one that carefully allocates between equities (for growth) and fixed income (to reduce volatility) based on individual goals, risk tolerance, and the market cycle. | Directeur Général | 01/01/2014 |
Anciens postes connus de Ryan Anthony Hughes
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/07/2012 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/04/2010 |
Formation de Ryan Anthony Hughes
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
UCLA Anderson School of Management
UCLA Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bull Oak Capital LLC
Bull Oak Capital LLC Investment ManagersFinance Bull Oak provides five investment strategies for their clients: Conservative, Moderate Conservative, Moderate, Moderate Aggressive, and Aggressive. In an effort to provide their clients with the greatest probability of success over the long-term, they created an investment philosophy that focuses on three central principles: diversify efficiently, tilt to small-cap and value stocks, and manage risk accordingly. The firm’s investment strategy is one that carefully allocates between equities (for growth) and fixed income (to reduce volatility) based on individual goals, risk tolerance, and the market cycle. | Finance |
















