Chief Compliance Officer
Expertise: Asset Management
Experience: 25 years
Daniel Ledva is the Chief Compliance Officer for Roberts & Ryan Investments. Mr. Ledva is also a founding partner of the Kelson Group, a business development and distribution firm for institutional money managers. Previously, Mr. Ledva worked at the Marwood Group where he was a Partner and Managing Director of Marwood Group Asset Management, a FINRA registered broker dealer and registered investment adviser. Mr. Ledva was in a supervisory role within the Asset Management Group. Prior to Marwood, Mr. Ledva was an account executive for IBM/Lexmark consulting services where his focus was process improvement for Fortune 500 companies. Mr. Ledva started his career as an environmental engineer for Raytheon Engineers and Constructors and was responsible for capital project management for Fortune 100 oil refiners and chemical manufacturers. In addition, Mr. Ledva is a consultant to Oppenheimer Funds, Inc, a 232B asset management firm. He is also an advisor to the Dr. Gene Carpenter Foundation.
Mr. Ledva holds FINRA Series 7, 24, 63, 65, 66, licenses and is a CAIA (Chartered Alternative Investment Analyst).
Education and Service
Daniel Ledva graduated with a Bachelor of Science in Environmental Engineering from Millersville University of Pennsylvania. Mr. Ledva was a 3-year letter winner in football and his college thesis was published in Healthcare Hazardous Materials Management (HHMM) Journal.