Since 2018, Ron Albahary has been working in Legacy Advisors based 3568, 3568. This professional is a qualified Chief Executive Officer with over 21 years of work experience. According to Ron's resume and work profile, Ron has worked at more than ten places with diverse backgrounds and gained various skills. Ron attended school at the University of Pennsylvania to 1990. This professional has professional certification as Cfa and Ron has studied French. Ron can be found in Newtown Square, Pennsylvania – where this expert is currently located. You can search for their e-mail and phone. We can also provide you exhaustive contact information upon request.
Name variants:
Ronnie Albahary,
Ronny Albahary
Last updated May 01, 2024
Contact Information
Workplace
Chief Executive Officer
Plymouth Meeting, PA
Industry
Financial Services, Investment Advice
Colleagues
Work History
Chief Executive Officer
401 Plymouth Rd SUITE 150, Plymouth Meeting, PA 19462
Jun 2018 — Jun 2020
Industry Advisory Board Member
Privileged to work with the CHIP and the Wharton Social Impact Initiative on the project entitled, ‘Aligning Impact: Improving the Lives of Women through Public Equity’.
from Apr 2017
Chief Investment Officer
12505 Park Potomac Ave SUITE 400, Potomac, MD 20854
Served on 5-person executive team charged with managing all facets of the business and led team of 15 investment professionals for $15 billion wealth management firm. As CIO led the developm...
2009 — 2011
Managing Director, Multi-Asset Solutions North America
Started and led Multi-Asset arm in North America to develop, manage, and deliver innovative multi-asset solutions to institutional and retail client distribution channels. Engaged in all fac...
Mar 2008 — Oct 2009
Managing Director, Client Portfolio Management
1 Freedom Valley Dr, Oaks, PA
Global Private Client Portfolio Management
Developed & delivered investment solutions for global high net worth market through +6,000 advisors, +300 banks & proprietary family office.
Cre...
2005 — 2008
Portfolio Manager
50 south La Salle St, Chicago, IL 60603
Managed over $1 billion in high net worth family portfolio assets.
2001 — 2003
Portfolio Manager
Managed over $1 billion in high net worth and small foundation portfolio assets.
1998 — 2000
Education
1986 — 1990
1984 — 1986
Occupations
Executive
Chief Executive Officer
Professor
Accountant
Finance and Accounting Specialist
Chief Investment Officer
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Management Analysts
Skills
Asset Allocation
Investments
Portfolio Management
Investment Strategies
Wealth Management
Asset Management
Private Equity
Alternative Investments
Financial Services
Capital Markets
Risk Management
Financial Analysis
Mutual Funds
Investment Management
Fixed Income
Equities
Leadership
Investment Banking
Hedge Funds
Public Speaking
Team Leadership
Asset Managment
Organizational Leadership
Mentoring
Published Author