Ryan Atchley, CAIA Senior Associate Portland, OR 503-416-4424 firstname.lastname@example.org V-card PRESENT POSITION Ryan provides valuation services related to Employee Stock Ownership Plans, equity compensation, capital structure, and financial reporting. He is skilled at cash flow modeling, the analysis of public market guideline companies, merger and acquisition markets, and evaluating the industry and economic conditions that impact a company's operations. In addition, Ryan is well versed in asset allocation and capital markets. MEMBERSHIPS & DESIGNATIONS Ryan holds the Chartered Alternative Investment Analyst (CAIA) designation and FINRA Series 65 license. PRIOR EXPERIENCE & EDUCATION Prior to joining Chartwell, Ryan was employed as a research analyst at a boutique investment firm where he was responsible for asset allocation, portfolio construction, sourcing, and ongoing due diligence of hedge and private equity funds. Ryan holds a Bachelor of Arts degree in business from the University of Oregon.