Blog - Learning in Action

CWI Provides Alumnus Foundation for Wealth Management Career

October 5, 2016
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Ryan Lewis, CWI Alumnus
Ryan Lewis, CWI Alumnus

Ryan Lewis is a prime example of how a student can take their education from College of Western Idaho (CWI) and turn it into a successful career. Ryan graduated from CWI’s Business program and transferred his degree to Utah State University to continue his education. He graduated at the end of the summer of 2016 with a 4.0 grade point average from Utah State in economics.

While achieving his degree, Ryan was accepted as an intern for Adams Wealth Advisors, a local wealth management firm in Logan, Utah. The company was impressed by his quantitative skills and ability to process and interpret data. Ryan works with the director of trading and research to help develop new investment strategies. This involves fundamental analysis, technical analysis, and review of many accounting reports.

Ryan takes what he has learned at both CWI and USU and applies it daily generating weekly year-to-date performance reports and highlighting economic conditions. He pays close attention to market and industry trends that may affect their portfolios, along with bull/bear indicators, commodity prices, and other significant economic trends.

Some of the specific projects he has worked on involve back-testing new trade algorithms on past scenarios to see if the strategies prove successful. These new algorithms will hopefully improve the current trade strategies on various risk levels. Ryan was also responsible for researching how to structure a hedge fund that the firm is planning to launch this year.

Ryan has applied his education to get a head start on his career, and wants to strengthen his capabilities by passing the Uniform Investment Adviser Law Exam. This exam qualifies him to financially advise clients and trade on their behalf. He is currently in the process of becoming a Chartered Market Technician. Ryan’s determination and skillset has won him a job offer as a research analyst with Adams after the completion of his internship. Ryan acts as a role model for those seeking a business degree from CWI and what they have the potential to achieve with it.