Ryan Steele, CFA in

Ryan Steele, CFA

Balancer · DISC type S
Investment Consultant at Clark Capital Management Group
📍 Greater Chicago Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
18 Years
Current Role
Investment Consultant
Job Level
Mid-senior
Location
Greater Chicago Area, United States
Personality Overview

How Ryan shows up

Diplomatic
Formal Mannered
Empathetic

They are confident about making long-term decisions. They are polite and respectful but practical. Even if it takes time, they prefer following the process.

Priorities

Topics Ryan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2022
Investment Consultant
Clark Capital Management Group
4-2014 - 8-2022
Regional Vice President
Eagle Asset Management
12-2010 - 3-2014
Assistant Vice President, Independent Broker-Dealer Specialist
Nuveen Investments
9-2008 - 12-2010
Advisor Consulting Services
Nuveen Investments
8-2006 - 8-2008
Financial Advisor Associate
Smith Barney
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2006
Scientiæ Baccalaureus
University of Wisconsin-Madison
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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