As a Managing Director in Pathstone’s Winter Park office, Ron provides investment advice and advanced planning for individual and institutional clients.

Prior to joining Pathstone, Ron was a Vice President and Wealth Advisor for WaterOak Advisors. Before that, he functioned as a Portfolio Consultant for 15 years at Charles Schwab, where he provided investment guidance for relationships in the Washington D.C. area with accumulated total assets in excess of $500 million.

Ron earned his BS from Elon University and is a Certified Financial Planner™ (CFP®). Originally from Maryland, he currently resides in Oviedo with his three boys and is an active leader in youth sports.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.