About
Ron Albahary, CFA, is the Chief Investment Officer at Laird Norton Wetherby (LNW), where he leads the firm’s Investment Strategy and Research Group and oversees investment strategy, portfolio construction, and the entire investment selection process. Based in Wayne, PA, Ron is responsible for shaping LNW’s approach across public and private markets, with a specific focus on serving high-net-worth and ultra-high-net-worth families, individuals, and foundations.
With over 30 years of experience in wealth and investment management, Ron has expertise spanning portfolio analysis, strategy, and implementation through full market cycles. He is recognized for his work in impact investing, notably building industry-leading platforms focused on integrating environmental and social factors to achieve both risk-adjusted returns and positive societal outcomes—particularly with ultra-high-net-worth clients and foundations. His investment leadership encompasses equities, fixed income, alternative assets, and impact-focused portfolios.
Ron holds a BS in Economics from The Wharton School at the University of Pennsylvania and is a Chartered Financial Analyst (CFA). Beyond LNW, he serves as an instructor and advisor at the Center for High Impact Philanthropy at UPenn and is a board member at The Common Market, reflecting his commitment to education and socially responsible investing. Ron is frequently cited in the financial media and is recognized for guiding client assets through periods of market turbulence with a disciplined, client-centered approach.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Laird Norton Wetherby | Chief Investment Officer | Jun 2021 to Present | Albahary serves on LNW’s executive leadership team, leads all aspects of the firm’s Investment Strategy and Research function and manages its world-class $15bn AUM investment platform. As investment l... |
| The Common Market | Board Member | Dec 2021 to Present | — |
| Center for High Impact Philanthropy at the University of Pennsylvania | Faculty Member | Feb 2016 to Present | — |
| Center for High Impact Philanthropy (CHIP) at the University of Pennsylvania | Industry Advisory Board Member | Apr 2017 to Present | 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’. |
| RGA VENTURES INC | CEO and Founder | Sep 2020 to Jun 2021 | Based on a deep understanding of and experience with the psychology of serving high net worth and ultra high net worth clients, RGA Ventures’ mission is to empower wealth management firms and multi-fa... |
| Legacy Advisors | Chief Executive Officer | Jun 2018 to Jun 2020 | Legacy Advisors is a multi-family office/wealth management company serving over 130 families, foundations and business owners specializing in complex financial, estate and business continuity planning... |
| BNY Mellon | Pershing | Advisory Council Board Member | Jun 2018 to Jun 2020 | — |
| Threshold Group | Chief Investment Officer | Jan 2011 to Dec 2018 | Threshold Group was a multi-family office, created by George Russell (founder of Russell Investments) serving over eighty ultra-high net worth individuals, multi-generational families, and foundations... |
| Convergent Wealth Advisors | Chief Investment Officer | Jan 2009 to Dec 2011 | Served on 5-person executive team charged with managing all facets of the business and led team of 15 investment professionals. As CIO led the development and execution of investment process and strat... |
| Schroders | Managing Director, Multi-Asset Solutions North America | Mar 2008 to Oct 2009 | 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 facets of the... |
Education
The Wharton School
BS Economics, Finance & Multinational Management
1986 — 1990
Nashua High School
HS, Economics
1984 — 1986
Le Lycee Internationale de St. Germain en Laye
1981 — 1984
Others at Wetherby Asset Management Inc. (4)
| Name | Role | Location |
|---|---|---|
S Scott Larson | Senior Investment Analyst | Portland, OR , United States |
| Investment Associate | Seattle, WA , United States | |
E Ethan Sacco | Investment Associate | San Francisco, CA , United States |
| Investment Analyst | Puyallup, WA , United States |