Ryan Kaplan

Director

Ryan joined DiPerna Advisors team in January of 2015. Ryan serves as the primary contact to many of DiPerna Advisor’s key clients, providing quantitative analysis and research to support the firm’s delivery of services. In addition, Ryan provides surveillance and monitoring services to the various Bond Fund Programs managed by DiPerna Advisors. 

 

In the summer of 2014, Ryan interned at the Federal Reserve Bank of Boston in the Supervision, Regulation, & Credit Department where he was a member of the Credit, Statistics, and Analytics teams. He created a report that forecasted the stability of sectors of the financial market in the New England Federal Reserve District. He viewed historical interest rate and term trends to determine the health of member banks’ loan portfolios.

 

As an undergraduate student, Ryan was active in his university’s investment group and was a member of a team that participated in the CFA Research Challenge, sponsored by the CFA Institute. Recently he was selected to be a member of a pilot effort to create an equity research program where his team presented an investment decision to the shareholders of a small investment firm. Ryan graduated from Ohio Wesleyan University in May of 2015 with a Bachelor of Arts degree, concentrating in Finance and Economics. Ryan also maintains a FINRA issued Series 50 securities license.

DiPerna Advisors

62 N 4th Street, Columbus, Ohio 43215

(614) 826-2135

DiPerna & Company, LLC is a registered Municipal Advisor with the Municipal Securities Rulemaking Board ("MSRB")