Ryan Stewart, CFA

I'm Ryan, Vice President at Palm Tree LLC, where I lead data analytics for investment decisions. I'm a CFA charterholder who moved from trading desks at UBS and Jefferies into M&A and analytics, building systems that turn market data into actionable insights.

I love Power BI and AI—I use both to automate workflows and surface patterns that others miss.

Ask me about data analytics in finance, Power BI dashboards, AI in investing, and career transitions from trading to analytics.