Ryan Gell, CFA

Senior Associate - Marketable Investments @ Summit Trail Advisors

About

Excel Guru | FactSet Expert | Macro Enthusiast Data-driven professional with a strong focus on financial analysis, macroeconomic trends, and market intelligence. Known for turning complex datasets into clear, actionable insights through advanced Excel modeling. Actively integrating AI into financial analysis workflows to enhance modeling, research speed, and decision intelligence. I thrive at the intersection of data, markets, and strategy — I love building robust models, tracking global macro developments, and supporting investment decisions with rigorous analysis. I am detail-oriented, intellectually curious, and always refining my analytical toolkit. I have investment expertise across asset classes and hedge fund strategies, with a particular interest in fixed income.

Country

United States

City

New York

Industry

Investment Management

Skill

FactSet, Hedge Funds, Investment Research, Manager Selection, Portfolio Construction, Performance Attribution, Public Speaking, Communication, Critical Thinking, Leadership, Analytical Writing, Teamwork, Microsoft Excel, Bloomberg Terminal

Experience

Senior Associate - Marketable Investments

Summit Trail Advisors

2026-2 - Present · 8 mos

Associate - Marketable Investments

Summit Trail Advisors

2024-2 - 2026-2 · 2 yrs 1 mo

New York City Metropolitan Area

Lead the entire manager search process, including screening the peer universe, conducting discussions with portfolio managers, analyzing portfolio returns, writing due diligence reports, and presenting findings to the Investment Committee. Provide regular updates to the Investment Team on strategy positions, performance, and personnel of managers, including detailed reports re-underwriting each strategy.

Analyst - Marketable Investments

Summit Trail Advisors

2022-8 - 2024-2 · 1 yr 7 mos

New York City Metropolitan Area

Conduct ongoing due diligence on marketable securities strategies, including equities, fixed income, and hedge funds, to evaluate investment opportunities. Research and write market commentary to inform investment strategy, guide portfolio construction, and address advisor team inquiries.

Associate

Tortoise Investment Management LLC

2022-4 - 2022-8 · 5 mos

Greater New York City Area

Advised and managed portfolios of 40 high-profile clients with ~$160MM in assets. Led one-on-one portfolio reviews with company directors, recommending and executing trades across various asset classes to optimize portfolio risk, enhance asset allocation, and implement tax-loss harvesting strategies.

Analyst

Tortoise Investment Management LLC

2020-9 - 2022-4 · 1 yr 8 mos

Greater New York City Area

Developed Excel models to analyze financial planning scenarios such as stock exercises, charitable donations, college savings, IRA distributions, Roth conversions, and mortgage refinances, enabling data-driven strategy recommendations. Streamlined operational processes by creating an Excel tool that standardized inputs for client Monte Carlo simulations, enhancing efficiency and becoming a daily resource across the firm.

Summer Intern

Tortoise Investment Management LLC

2019-5 - 2019-8 · 4 mos

Greater New York City Area

Gained a strong foundation in investment knowledge, including financial planning, portfolio construction, and behavioral coaching through daily teach-ins with senior firm members.