SEATTLE – June 16, 2021 – Laird Norton Wealth Management (LNWM) has named noted financial industry veteran Ron Albahary as the firm’s new chief investment officer (CIO). In the role, Albahary will serve on LNWM’s executive leadership team, lead all aspects of the firm’s Investment Strategy and Research function and manage its world-class investment platform. Albahary takes over the role from Gino Perrina, who has served as LNWM’s CIO since 2015.
“It’s truly an inspiring time to be joining LNWM,” said Albahary. “With the backing of a seventh-generation family enterprise and on the heels of naming a new forward-thinking CEO and a merger in 2020, LNWM continues to distinguish itself with a unique blend of an innovative entrepreneurial culture and more than 50 years guiding families of multigenerational wealth. I look forward to being part of the passionate team serving the families, individuals and foundations it is fortunate to call its clients.”
Albahary, a 30-year veteran of the wealth and investment management industry, brings a diverse range of expertise to LNWM and its clients. He has held leadership positions with institutions such as Merrill Lynch and Northern Trust Private Bank as well CIO and/or CEO positions at boutique firms focused on ultra-high-net-worth families and foundations such as Threshold Group, Legacy Advisors and Convergent Wealth Advisors. Over the course of his career, he has led investment teams responsible for over $170 billion in assets under management, led and grown advisory firms and partnered directly with families as their advisor.
In addition, Albahary is a Chartered Financial Analyst (CFA), an industry leader in goals-based and sustainable investing and currently serves as a senior advisor and executive education faculty member at the Center for High Impact Philanthropy at the University of Pennsylvania.
“Ron’s wealth of experience is exceptional and uniquely suited to designing investment solutions for our clients,” said Kristen Bauer, LNWM’s CEO. “I can confidently say that he is an amazing leader, gifted investment strategist and dedicated partner to clients and colleagues, and we are thrilled to welcome him to the Laird Norton family.”
Laird Norton Wealth Management is the Northwest’s premier wealth management and trust company, with more than $7 billion in assets under management and the unparalleled expertise that comes with being part of a seventh-generation family enterprise. For more than five decades, we’ve illuminated the opportunities of multigenerational wealth for individuals, families, foundations and nonprofits across the full spectrum of planning, investment management, family business advisory and trust & estate services, all with the intimate, intentional experience our clients value. To learn more, go to www.lairdnortonwm.com.