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Ron Albahary

Chief Investment Officer at Wetherby Asset Management Inc.

Wayne, PA , United States

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

OrganizationRoleDate RangeDetails
Laird Norton WetherbyChief Investment OfficerJun 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 MarketBoard MemberDec 2021 to Present
Center for High Impact Philanthropy at the University of PennsylvaniaFaculty MemberFeb 2016 to Present
Center for High Impact Philanthropy (CHIP) at the University of PennsylvaniaIndustry Advisory Board MemberApr 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 INCCEO and FounderSep 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 AdvisorsChief Executive OfficerJun 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 | PershingAdvisory Council Board MemberJun 2018 to Jun 2020
Threshold GroupChief Investment OfficerJan 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 AdvisorsChief Investment OfficerJan 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...
SchrodersManaging Director, Multi-Asset Solutions North AmericaMar 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)

NameRoleLocation
S
Scott Larson
Senior Investment AnalystPortland, OR , United States
Andrew Whitney
Andrew Whitney
Investment AssociateSeattle, WA , United States
E
Ethan Sacco
Investment AssociateSan Francisco, CA , United States
Stan Poltavets
Stan Poltavets
Investment AnalystPuyallup, WA , United States