David Ronco

David Ronco, CFA®, CTFA®, is Senior Vice President and Senior Portfolio Manager at Whittier Trust Company in Newport Beach, California, where he oversees investment strategies for high-net-worth families and individuals. In this role, he specializes in maximizing portfolio customization and transparency by selecting individual securities across major asset classes, including equities, fixed income, real estate, and alternative investments, rather than mutual funds. Ronco's approach focuses on fee reduction, tax efficiency, and bespoke solutions tailored to the unique goals of each client.

Previously, Ronco served as Director of Finance at Central Valley Ag Partners and was Vice President of Finance, Capital Markets, and Investor Relations at Farmland Partners Inc., gaining substantial experience in agricultural investment and finance. His sector expertise spans wealth management, estate planning, real assets, and capital markets, providing a strong foundation for advising ultra-high-net-worth families and institutional clients.

Ronco holds an MBA in Finance from the Wharton School at the University of Pennsylvania and a BA in Economics from Stanford University. He is a Chartered Financial Analyst (CFA) and Certified Trust and Fiduciary Advisor (CTFA), reflecting his commitment to rigorous investment management and fiduciary standards. Throughout his career, Ronco has contributed industry insights on portfolio customization, transparency, and tax optimization for complex wealth management needs.