DCM values the extensive and diverse experience of its team members
Our team brings together an extensive and diverse set of experiences from corporate, financial, academic, and not-for-profit circles.
Robert J. Ryan, Ph.D.
Bob is focused on the design and development of the investment ideas of Disciplined Capital Management and their applicability to the financial portfolios. He completed his Ph.D. in finance at Syracuse University in 1989 and was awarded an MBA with distinction from Cornell’s Johnson Graduate School of Management in 1971. Bob’s professional experience includes over twenty years with NYSE and Fortune 500 companies in all facets of corporate finance. He has been a director of several corporate boards, including food processing, international trade, insurance and banking concerns. Bob has also served on the faculty of Syracuse University where he taught graduate and undergraduate courses in securities markets and corporate finance. Bob and his wife, Linda, enjoy spending time at their family retreat on Lake Champlain in Vermont with their two children and five grandchildren. He marvels at the insights on the human condition provided by John Prine and Henry David Thoreau.
In the early 1990s it became clear that ordinary people were going to need help managing their substantial savings, as 401(k) plan assets began to replace pensions as a source of retirement income. After spending the first decade of his career in the world of corporate finance, Craig was excited to work with clients and apply institutional investment principles to help them achieve their goals. He enjoys showing clients how to apply institutional investment strategies to any client portfolio. When it comes to managing risk and diversification, controlling costs, and achieving market returns, the same principles apply to a small IRA or a large endowment fund. Craig earned his BS and MBA from Cornell University and is a Chartered Financial Analyst (CFA).
Adam has more than 15 years experience in fundamental investment research and asset management. As an institutional investor who worked for multi-billion dollar mutual funds, he has developed expertise analyzing the financial statements and strategies of companies in nearly every major market sector and industry. Adam has used these skills in markets around the world. In addition to a domestic focus during many years in New York City, he has also worked in Moscow where he analyzed investments in emerging markets around the former Soviet Union.
Adam is a graduate of Hobart College with a BA in Economics and Russian Studies. He is an alumnus of the New York University Leonard N. Stern School of Business, where he earned an MBA with a concentration in Finance. Currently, he is a Visiting Adjunct Instructor of Finance at the SUNY Oswego School of Business.
Adam serves on the boards of the Oswego Health Foundation and Pathfinder Bank.
Client Relations Manager & Chief Compliance Office
Sharon recently joined Disciplined Capital Management as Director of Client Relations and Chief Compliance Officer. She joined the firm with over thirty years of banking experience at a local financial institution in Central New York where her responsibilities included commercial real estate financing, various executive level administrative functions and interaction with not-for-profit entities. She is a graduate of Onondaga Community College with an AAS in Business Administration
In her spare time, Sharon enjoys spending time with friends, the sounds of a great music playlist, enjoying Golden Doodles Shasta & Daisy and seeking adventure in the great outdoors.
Jodi has decades of leadership experience in financial institutions in Central New York. Even more important for us, she has a real passion for improving lives through leadership in not-for-profit organizations in our communities like Vera House, Gigi’s Playhouse, National Down Syndrome Association, United Way, HerPath, The Dunbar Association, and on and on!
Jodi’s understanding of our community, community organizations, not-for-profit governance, volunteerism, and finance will help us better execute on our exclusive focus serving foundations, endowments, and not-for-profits. As such, she will be taking key strategic leadership roles in communications and how we add value to our client relationships.
Jodi’s greatest joys in life are spending time with her large Italian/Irish family and with her husband Philip and their two daughters. Jodi also enjoys running, yoga, traveling, and being an Advocate Mentor to her nephew Sammy who is blessed with Down Syndrome.