Articles by CLS Investments

Ryan Beach – Chief Executive Officer

Ryan Beach – Chief Executive Officer
Ryan Beach

Ryan Beach serves as CEO of CLS Investments, LLC, where he oversees CLS’s Executive Team, Portfolio Managers, and Business Development. Before becoming CEO, Ryan served as President of CLS, where he led CLS’s general operations and management, as well as provided strategic direction to department heads. Ryan also serves as President of the AdvisorOne Funds, a series mutual fund trust. Prior to joining CLS, Ryan served as Associate General Counsel for NorthStar Financial Services Group, LLC (NorthStar) - CLS’s parent company.

Prior to joining NorthStar, Mr. Beach advised publiclytraded and privately-held clients in connection with corporate financings, mergers and acquisitions, and various corporate governance matters. Mr. Beach also regularly advised securities industry professionals in complying with requirements established by FINRA and the SEC.

Mr. Beach received his J.D., with distinction, from the University of Nebraska College of Law and earned a BA in Economics, with department honors, from Brigham Young University. He also holds the FINRA Series 65 license.

Joe Smith, CFA – Senior Market Strategist

Joe Smith
Joe Smith

Joe Smith specializes in quantitative research, risk management, and ETF due diligence. He serves as Senior Market Strategist for CLS AdvisorOne International Equity Fund, CLS Thematic Growth, and the CLS Core Plus ETF strategies.

Prior to joining CLS in 2015, Mr. Smith worked at Russell Investments where he served as an Analyst responsible for asset allocation research, portfolio construction, optimization design, and risk management research. He later joined Russell ETFs as Manager of ETF Product Development and Research, a role in which he developed quantitative indexing strategies implemented as ETFs. Mr. Smith also worked for Charles Schwab Investment Management as a Senior Product Specialist supporting product management activities for the Schwab ETFs fund family. In addition, he worked for CLS during the summer of 2014 as an Investment Analyst.

Mr. Smith received his Bachelor of Science degree in Economics from the University of Washington. He later received his Master of Business Administration from the Tepper School of Business at Carnegie Mellon University.

Mr. Smith holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco, Pittsburgh, and Nebraska. He is also a member of the Society of Quantitative Analysts and the Quantitative Work Alliance for Applied Finance, Education and Wisdom.

Did you know? In grad school, Joe spent 40 days in nine countries.

Rusty Vanneman, CFA - Chief Investment Officer

Rusty Vanneman
Rusty Vanneman

Rusty Vanneman joined CLS in September 2012 as Chief Investment Officer. Previously, Mr. Vanneman was Chief Investment Officer and Portfolio Manager at Kobren Insight Management (KIM) in the greater Boston area. His 11-year tenure at KIM included a 5-year span during which the firm was owned by E*TRADE Financial. During this time, Mr. Vanneman was the Senior Market Strategist for E*TRADE Capital. Prior to working at KIM, he was a Senior Analyst at Fidelity Management and Research (FMR Co) in Boston. He was also a Managing Analyst at Thomson Financial.

Mr. Vanneman received a Bachelor of Science in Management from Babson College, where he graduated with high distinction. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. He is also a Chartered Market Technician (CMT) and a member of the Market Technician’s Association (MTA).

CLS Investments

17605 Wright Street
Omaha, NE 68130

Phone: (888) 455-4244
Phone: (402) 493-3313
Fax: (402) 493-2811

Clssg1@clsinvest.com
www.clsinvest.com

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