Ron has a degree in economics from the Wharton School at the University of Pennsylvania and is a Chartered Financial Analyst® chaterholder. He is a believer in transparency, clear communication, managing cognitive and emotional biases when making investment decisions, and inspiring both his team and clients to arrive at the best possible results. Ron has decades of experience guiding investment policy and advising clients during market turbulence, including through the tech bubble, the Great Financial Crisis, and, most recently, the global pandemic. Earlier in his career, he held leadership positions with notable global private client institutions, including Merrill Lynch and Northern Trust Private Bank.
Over the past dozen years, before joining LNWM in July 2021, Ron has served as the CIO or CEO of boutique registered investment advisor firms focused on ultra-high-net-worth families and foundations. He has served in roles working directly with clients as their advisor, leading teams of advisors, and leading the investment function at the firm level.
A 33-year veteran of the wealth and investment management industry, Ron has experience in all aspects of investment management: investment strategy, asset allocation, portfolio and risk management as well as wealth planning. As the head of the firm’s investment team, Ron determines the firm’s investment strategy, directs the investment selection process, and works in tandem with our client service teams to deliver investment solutions to meet each client’s unique needs. Ron Albahary, CFA is Chief Investment Officer at Wetherby Asset Management and Laird Norton Wealth Management. This is where our firm excels, by designing and managing portfolios that will withstand the test of time. I make every effort, along with the rest of our investment team, to meet clients where they are and give them the information they need to understand how and why their portfolio was constructed the way it was.Ĭreativity and a long-term perspective are increasingly critical in navigating today’s complex capital markets. These goals are personal and individual to each of our clients. Our investment strategy is innovative, risk-focused, aware of biases that can impair results, and from the very start, designed to help our clients achieve their financial and, just as importantly, their non-financial goals. Drawing on three decades of experience in investment strategy, asset allocation, risk management and wealth planning, I am charged with charting the course that determines how our client portfolios navigate the markets. Leading a successful investment team requires a unique combination of analytical and interpersonal skills –intellectual rigor, global perspective, pragmatism and a healthy dose of humility.
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