Before joining Garden State Securities, Ryan spent over three years in client service and operations management with Upromise, Inc., a Massachusetts based broker-dealer managing multiple state-sponsored 529 college plans. During his tenure with Upromise, Mr. Morse held roles ranging from client service to quantitative reporting and data analysis, and used Six Sigma methodology to improve back office operations as a consultant on their partnership with the The Vanguard Group.
Mr. Morse holds a handful of industry licenses, including FINRA Series 3, 6, 63, 7, 65, 53 and 24. Ryan is a licensed Life and Health insurance agent and is currently a candidate in the Chartered Financial Analyst® program, a designation globally recognized as one of the highest standards in the investment profession. Mr. Morse holds a B.S. from Boston University in Computer Systems Engineering.
Mr. Morse grew up in Mount Holly, NJ and is still fairly active in the local community, supporting various charitable causes. He currently resides in Sea Girt, NJ and enjoys spending time with family and friends, playing basketball, soccer and volleyball, skiing, fishing and reading.
Prior to opening Jersey Shore Portfolio Management in October 2007 and developing Jersey Shore Investments in early 2008, Ryan was a Financial Consultant with Garden State Securities beginning in March 2005. Upon joining the Tinton Falls office in November 2005 he began marketing his services as a portfolio manager, and continued to manage the investments for a private group of clientele, including family, friends and high net worth individuals.