Ronald G. Albahary, CFA

Chief Investment Officer & Employee Owner

Ron determines LNW’s overall investment strategy, directs the investment selection process, and works in tandem with LNW’s client services teams to deliver investment solutions designed to help clients achieve both their financial and life goals. As investment lead, Ron prioritizes unconstrained and creative thinking, challenging industry norms, calibrating risk, pragmatism, clear communication, and managing decision makers’ cognitive and emotional biases when making investment decisions.

To his work, Ron brings more than three decades of experience in wealth and investment management, with wide-ranging expertise in investment and portfolio analysis, strategy, and implementation. He has served in roles working directly with clients as their advisor, leading teams of advisors and leading the investment function at the firm level.

Prior to LNW, Ron was CIO at predecessor firm Laird Norton Wealth Management, which he joined in 2021. Before that, Ron served as CIO or CEO of boutique registered investment advisors focused on ultra-high-net-worth families and foundations. Earlier in his career, he held leadership positions with notable global private client institutions, including Merrill Lynch and Northern Trust Private Bank.

Portfolios are a means to an end. Ultimately, it’s about helping clients achieve their goals.
Designations and Education
  • Chartered Financial Analyst® charterholder
  • B.S. in Economics, Wharton School, University of Pennsylvania
Community and Industry Affiliations
  • Advisor and Instructor, Center for Impact Philanthropy at the University of Pennsylvania
  • Board Member, The Common Market
Personal Passion

Aside from spending time with family, coaching eager and hungry young professionals beaming with optimism and energy.