Meet the team at Jersey Shore Portfolio Management
Ryan Morse CMT CFP
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.
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 Vanguard Group.
Mr. Morse holds a handful of industry licenses, including FINRA Series 3 and 65. 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.
Ryan is also a CERTIFIED FINANCIAL PLANNER(tm) and an active member of the CFP board.
Trent Smalley CMT
Trent J Smalley, CMT is a portfolio manager and Investment Advisor Representative of Jersey Shore Portfolio Management. He holds the Chartered Market Technician designation and is an active member of the CMT Association. He holds a B.S. in Psychology, graduating Magna Cum Laude in 2006. He maintains a Series 3 and Series 65 license with FINRA and the NFA.
Mr. Smalley has been active in the financial services industry since 2007. Not taking the traditional route into the business, Mr. Smalley began working in the Financial Analytics division of DTN headquartered in Omaha, NE. This exposure to the active trading community led Trent to become a student of the markets. He began trading personal capital as well as the capital of family and friends as he completed the Chartered Market Technician Designation.
Mr. Smalley lives in Omaha, NE where he attended the University of Nebraska at Omaha. He is an active volunteer with the University of Nebraska Medical Center and Open DoorMission. In his free time, Trent is an avid reader, loves working out, and enjoys spending time with family and friends.
Ready to learn more about the services offered by the team at Jersey Shore Portfolio Management? Send us a message below and will be happy to work with you.