Ryan M. Bernal
Valuation Analyst
Professional Experience
Associated Office
Contact
Mr. Ryan Bernal joined Valuation & Advisory Services as a Valuation Analyst in the Southeast Division, based in Tampa, Florida. Mr. Bernal brings a strong background in investment analysis, financial modeling, market research, and portfolio management, with experience supporting institutional and high-net-worth clients through data-driven investment and valuation strategies.
Prior to joining the firm, Mr. Bernal served as an Investment Analyst with Oakworth Asset Management and Oakworth Capital Bank, where he was responsible for investment research, portfolio monitoring, asset allocation analysis, and client reporting. During his tenure, he played a key role in executing more than $2 billion in investment transactions, supporting portfolio rebalancing initiatives, and developing analytical models used to evaluate asset allocation strategies and economic conditions. He also contributed to investment committee discussions and provided market insights through economic and investment publications.
Mr. Bernal's experience includes evaluating a broad range of investment opportunities, analyzing market trends, and preparing comprehensive financial reports and presentations to support client decision-making. His background in portfolio analytics, economic research, and financial forecasting enables him to provide valuable support on complex valuation assignments and advisory engagements.
Mr. Bernal holds a Series 65 license and has developed expertise in financial analysis, investment strategy, and market research. He is committed to delivering thoughtful analysis, responsive client service, and reliable insights that help clients navigate real estate and investment decisions with confidence.
Prior to joining the firm, Mr. Bernal served as an Investment Analyst with Oakworth Asset Management and Oakworth Capital Bank, where he was responsible for investment research, portfolio monitoring, asset allocation analysis, and client reporting. During his tenure, he played a key role in executing more than $2 billion in investment transactions, supporting portfolio rebalancing initiatives, and developing analytical models used to evaluate asset allocation strategies and economic conditions. He also contributed to investment committee discussions and provided market insights through economic and investment publications.
Mr. Bernal's experience includes evaluating a broad range of investment opportunities, analyzing market trends, and preparing comprehensive financial reports and presentations to support client decision-making. His background in portfolio analytics, economic research, and financial forecasting enables him to provide valuable support on complex valuation assignments and advisory engagements.
Mr. Bernal holds a Series 65 license and has developed expertise in financial analysis, investment strategy, and market research. He is committed to delivering thoughtful analysis, responsive client service, and reliable insights that help clients navigate real estate and investment decisions with confidence.
Education
- Bachelor of Science in Commerce and Business Administration | Major: Finance and Minor: Real Estate from The University of Alabama
Clients Represented
- Corporations
- Government Agencies
- Investment Firms
- Insurance Companies
- Life Company Lenders
- National Banks
- Pension Funds
- Regional/Community Banks
- REITs