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Ronald Gerard Albahary
Directeur en chef des Investissements chez
Laird Norton Wetherby Wealth Management LLC
Profil
Mr. Ronald G.
Albahary, CFA, is a Chief Investment Officer at Laird Norton Wetherby Wealth Management LLC.
He determines the firm’s overall investment strategy, directs the investment selection process, and works in tandem with LNW’s client services teams to deliver investment solutions designed to help clients achieve both their financial and life goals.
He brings over three decades of experience in wealth and investment management, with wide-ranging expertise in investment and portfolio analysis, strategy, and implementation.
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.
Prior to joining the firm, Mr. Albahary was Chief Investment Officer at predecessor firm Laird Norton Wealth Management, which he joined in 2021.
Before that, he served as Chief Investment Officer or Chief Executive Offcier of boutique registered investment advisors focused on ultra-high-net-worth families and foundations.
Earlier in his career, he held leadership positions with notable global private client institutions, including Merrill Lynch and Northern Trust Private Bank.
He received his B.S.
in Economics from the Wharton School at the University of Pennsylvania.
He is also a Chartered Financial Analyst.
Postes actifs de Ronald Gerard Albahary
| Sociétés | Poste | Début |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Directeur en chef des Investissements | 18/11/2025 |
Anciens postes connus de Ronald Gerard Albahary
| Sociétés | Poste | Fin |
|---|---|---|
Laird Norton Wealth Management LLC
 Laird Norton Wealth Management LLC Investment ManagersFinance LNW develops asset allocation strategies that focus on risk management through their research of capital markets and macroeconomic trends. The firm's investment process begins with a combination of top-down and bottom-up analysis of stocks with a focus on growth sectors. They seek to identify companies with quality management teams, low P/E ratios, sound balance sheets and above-average earnings per share growth. Sector percentages are determined on a top-down basis and change as fundamental valuations warrant. | Directeur en chef des Investissements | 18/11/2025 |
Legacy Advisors LLC
 Legacy Advisors LLC Investment ManagersFinance Legacy Advisors primarily offers advice on unaffiliated mutual funds, exchange traded funds, independent investment managers, and private investment funds. However, the firm may advise clients on any type of investment that the firm deems appropriate based on the client’s stated goals and objectives. | Directeur Général | 01/06/2020 |
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds. | Directeur de la Recherche - Actions | 31/12/2010 |
SEI Investments Global Funds Services | Corporate Officer/Principal | - |
The Northern Trust Co.
 The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Corporate Officer/Principal | - |
Formation de Ronald Gerard Albahary
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Schroder Investment Management North America, Inc.
 Schroder Investment Management North America, Inc. Investment ManagersFinance SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies. | Finance |
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Finance |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Provides investment advisory services | Finance |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds. | Finance |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
Legacy Advisors LLC
Legacy Advisors LLC Investment ManagersFinance Legacy Advisors primarily offers advice on unaffiliated mutual funds, exchange traded funds, independent investment managers, and private investment funds. However, the firm may advise clients on any type of investment that the firm deems appropriate based on the client’s stated goals and objectives. | Finance |
Threshold Group LLC
 Threshold Group LLC Investment ManagersFinance Threshold Group works with each client to develop an appropriate allocation of assets among asset classes including, but not necessarily limited to equities, fixed income securities, commodities, currencies and real estate. The firm provides advice concerning the structure of a client’s portfolio but not with respect to underlying securities. Threshold Group recommends strategies that come in different investment structures including separately managed accounts, private investment funds, mutual funds and ETFs to make portfolio investments in based on each client's specified investment objectives. The firm maintains a strategic relationship with Portfolio Advisors LLC through which they offer clients access to private equity funds sponsored by Portfolio Advisors LLC. In addition, Threshold Group may recommend one or more separate account overlay programs to access investment managers they recommend to clients. In these overlay programs, the client enters into a discretionary investment advisory agreement with Threshold Group. Threshold Group has entered into investment management agreements with overlay managers to implement the underlying strategies. | Finance |
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance LNW develops asset allocation strategies that focus on risk management through their research of capital markets and macroeconomic trends. The firm's investment process begins with a combination of top-down and bottom-up analysis of stocks with a focus on growth sectors. They seek to identify companies with quality management teams, low P/E ratios, sound balance sheets and above-average earnings per share growth. Sector percentages are determined on a top-down basis and change as fundamental valuations warrant. | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SEI Investments Global Funds Services |
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