David Ronco

David Ronco

Portfolio Manager-Equities at Whittier Trust Co.

Finance
Consumer Services

Profile

Mr. David R.
Ronco, CFA MBA, is a Senior Vice President & Senior Portfolio Manager at Whittier Trust Co. He is responsible for helping establish the investment philosophy and strategy of the firm, and for the selection of individual securities and appropriate asset allocation ranges for client portfolios.
He advises clients on issues such as asset allocation, risk assessment, capital market return expectations, and the importance of after-tax performance within their portfolio.
Mr. Ronco was previously employed as a Senior Vice President, Portfolio Manager & Analyst by Lazard Asset Management LLC, a Portfolio Manager by Grubb & Ellis Alesco Global Advisors LLC, an Equity Research Analyst by RBC Capital Markets LLC, an Equity Research Analyst by BancBoston Robertson Stephens & Co., and an Investment Banking Analyst by Salem Partners LLC.
He received his undergraduate degree from Stanford University and an MBA from The Wharton School of the University of Pennsylvania.

David Ronco active positions

CompaniesPositionStart
Portfolio Manager-Equities 2021-12-31
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Former positions of David Ronco

CompaniesPositionEnd
Portfolio Manager-Equities 2011-08-30
Analyst-Equity 2005-12-30
BancBoston Robertson Stephens & Co. Corporate Officer/Principal 2001-12-30
Corporate Officer/Principal 2000-12-30
Analyst-Equity -
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Training of David Ronco

Stanford University Undergraduate Degree
The Wharton School of the University of Pennsylvania Masters Business Admin

Experiences
Positions held

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Connections

100 +

1st degree connections

8

1st degree companies

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Linked companies

Private companies6

Finance

Finance

BancBoston Robertson Stephens & Co.

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Finance

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