Ryan Hitt leads our team in applying the firm’s modeled trading strategies, options trading and reporting, as well as leading CapWealth’s compliance department. His responsibilities include running CapWealth’s proprietary investment reporting system, called Provable Integrity® – which includes the acquisition, reconciliation and validation of all client data and ensuring that firm’s performance representation is compliant with Global Investment Performance Standards (GIPS®). Ryan has two decades of experience in portfolio operations, trading and the management of complex systems to support investment operations and reporting.
Ryan says, “We listen closely to each of our clients and recommend specific investment options that make sense for them, their personalities and their overall goals. We’re not in this business simply to trade stocks and funds, but to take strategic financial steps that make sense and help an investor succeed in the market and secure a better future for his or her family. We get a great deal of satisfaction when that happens.”
Prior to joining our firm, Ryan served as director of portfolio operations and trading at Carret Asset Management. Operations and trading positions at Credit Suisse First Boston, Morgan Keegan and other private institutional asset management firms round out his résumé. At Credit Suisse First Boston, Ryan implemented and managed a global reporting and trading platform for high-net-worth clients in the Americas and Europe.
He earned his undergraduate degree from the University of Mississippi and his MBA from St. Peter’s College with an emphasis in Management. Ryan enjoys spending time with his wife Lisa and two daughters Ansley and Avery, as well as golfing, playing tennis and relaxing with the family in their beach house in Perdido Key, Florida.
You can reach Ryan at firstname.lastname@example.org or by calling our office at 615.778.0740.