Managing Director, Chief Financial Officer, Portfolio Manager
As a founding principal and chief financial officer of Innovative Portfolios, LLC, Ron handles all facets of finance and business operations for the firm, and also for its affiliated registered investment advisory and institutional investment division. In this role for each of these businesses, he coordinates operations with compliance, oversees financial management, and directs marketing efforts and staffing. Ron helps guide overall strategic direction and investment policy for these firms, serving as a leading member of the investment committee and as co-manager of one of the investment strategies for Innovative Portfolios.
With more than 35 years of experience in the financial services industry, Ron started with Prudential Bache Securities and, later, Morgan Stanley/Dean Witter before co-founding an investment advisory firm in Indianapolis, Indiana, nearly two decades ago. He continues to serve as co-principal, managing director and chief financial officer of that RIA and its institutional investment division, and as a partner in related investment management companies.
Ron attended Indiana University School of Business, where he earned a Bachelor of Science degree in accounting.