Ronald Florance

Ronald M. Florance, CFA is a Senior Vice President and Director of Asset Allocation and Strategy. His responsibilities include providing comprehensive strategic asset allocation, financial planning, and investment management solutions for affluent and high-net-worth individuals and families. Mr. Florance has more than 20 years’ experience in financial services, with 15 of them in investment management. Earlier in his career, Mr. Florance worked for Wells Fargo/Nikko Investment Advisors as the lead portfolio manager in the strategic wealth group. He later managed the quantitative equity strategies at First Interstate Bank and The Vanguard Group. Mr. Florance has experience managing private client assets and mutual fund portfolios as well as developing strategic and tactical asset allocation policies. Mr. Florance earned his Bachelor of Science degree in Applied Mathematics and Economics from Brown University. He was awarded a Chartered Financial Analyst® designation in 1995.  Mr. Florance chairs the Wealth Management Group Asset Allocation committee, is a voting member of the Due Diligence Committee, and works closely with the Chief Investment Officer on the Investment Policy Committee. Mr. Florance is quoted often by print and broadcast media throughout the country.