David Ronco
Portfolio Manager-Aktien bei Whittier Trust Co.
Profil
Mr. David R.
Ronco, CFA MBA, is a Senior Vice President & Senior Portfolio Manager at Whittier Trust Co. He is responsible for helping establish the investment philosophy and strategy of the firm, and for the selection of individual securities and appropriate asset allocation ranges for client portfolios.
He advises clients on issues such as asset allocation, risk assessment, capital market return expectations, and the importance of after-tax performance within their portfolio.
Mr. Ronco was previously employed as a Senior Vice President, Portfolio Manager & Analyst by Lazard Asset Management LLC, a Portfolio Manager by Grubb & Ellis Alesco Global Advisors LLC, an Equity Research Analyst by RBC Capital Markets LLC, an Equity Research Analyst by BancBoston Robertson Stephens & Co., and an Investment Banking Analyst by Salem Partners LLC.
He received his undergraduate degree from Stanford University and an MBA from The Wharton School of the University of Pennsylvania.
Aktive Positionen von David Ronco
Unternehmen | Position | Beginn |
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Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Portfolio Manager-Aktien | 01.01.2022 |
Ehemalige bekannte Positionen von David Ronco
Unternehmen | Position | Ende |
---|---|---|
Grubb & Ellis Alesco Global Advisors LLC
Grubb & Ellis Alesco Global Advisors LLC Investment ManagersFinance Founded by Jay Leupp in 2006, Grubb & Ellis Alesco Global Advisors, formerly Alesco Global Advisors, is a hedge fund manager located in San Mateo, California. They manage the AGA Strategic Realty International Ltd., the AGA Global Realty Fund LP and the AGA Realty Income Partners LP. The firm is a subsidiary of NNN Realty Advisors, Inc. Thier ultimate parent is Grubb & Ellis Co. (NYSE: GBE). | Portfolio Manager-Aktien | 31.08.2011 |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Analyst-Equity | 31.12.2005 |
BancBoston Robertson Stephens & Co. | Corporate Officer/Principal | 31.12.2001 |
Salem Partners LLC
Salem Partners LLC Investment ManagersFinance Salem Partners LLC. provides investment banking services. Its services include valuation services, media and entertainment, healthcare and life sciences, aerospace, defense and government services, real estate and transactions. The company was founded by John Dyett and Stephen Prough in 1997 and is headquartered in Los Angeles, CA. | Corporate Officer/Principal | 31.12.2000 |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Analyst-Equity | - |
Ausbildung von David Ronco
Stanford University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Herr
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Private Unternehmen | 6 |
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RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Finance |
Grubb & Ellis Alesco Global Advisors LLC
Grubb & Ellis Alesco Global Advisors LLC Investment ManagersFinance Founded by Jay Leupp in 2006, Grubb & Ellis Alesco Global Advisors, formerly Alesco Global Advisors, is a hedge fund manager located in San Mateo, California. They manage the AGA Strategic Realty International Ltd., the AGA Global Realty Fund LP and the AGA Realty Income Partners LP. The firm is a subsidiary of NNN Realty Advisors, Inc. Thier ultimate parent is Grubb & Ellis Co. (NYSE: GBE). | Finance |
BancBoston Robertson Stephens & Co. | Finance |
Salem Partners LLC
Salem Partners LLC Investment ManagersFinance Salem Partners LLC. provides investment banking services. Its services include valuation services, media and entertainment, healthcare and life sciences, aerospace, defense and government services, real estate and transactions. The company was founded by John Dyett and Stephen Prough in 1997 and is headquartered in Los Angeles, CA. | Finance |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Finance |
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |