As a Wealth Advisor, Ron focuses on growing relationships and uncovering his client’s financial goals. He works closely with his team to provide comprehensive wealth management advice and create thoughtful, customized portfolios for the families he works with.
Prior to joining the team, Ron worked as a Managing Principal and Financial Advisor for 1818 Private Client Group, where he worked with Multi-Family Office clients. He advised ultra-high-net-worth families and individuals leveraging bespoke estate planning strategies with a concentration in Insurance Premium Finance. He earned his bachelor’s degree in Accounting and Commercial Music and earned a master’s degree in economics from Florida Atlantic University.
Ron was born in Israel and moved to the U.S. at age 15, and his native tongue is Hebrew. He currently resides in Florida and enjoys playing the guitar, writing and producing music in his spare time. He is also very active and likes surfing and traveling.