Ron Albahary

Ronald G. Albahary

Chief Investment Officer

Global perspective, analytical rigor, pragmatism and humility. Ron brings all this and more to LNWM investment management. Drawing on three decades of experience in investment strategy, asset allocation, risk management and wealth planning, he charts the course that determines how your LNWM portfolio navigates the markets.

Talking to Ron, you’re apt to realize three things: (1) He is exceedingly analytical and personable, a rare combination in a CIO; (2) he believes portfolios are a means to the end in achieving both financial and non-financial goals; and (3) he meets you where you are, explaining how and why your portfolio was constructed a certain way in terms you can understand.

In sum, Ron is ideally suited to lead LNWM’s investment strategy, which is innovative, risk-focused, aware of biases that can impair results, and from the very start, designed to attain your goals. “Creativity and a long-term perspective are increasingly critical in navigating today’s complex capital markets,” says Ron. And this is where the LNWM research team excels. “We know how to design and manage portfolios that will withstand the test of time.”

Designations and Education

  • Chartered Financial Analyst (CFA®)
  • B.S. in Economics
    Wharton School, University of Pennsylvania