Ron Ulle

Ron Ulle, CFA has a wealth of experience in the financial industry. Ron currently holds the position of Senior Managing Director in the Private Client Group at Clearstead. Prior to joining Clearstead, they served as Senior Director in Portfolio Management at BNY Mellon Wealth Management for over a decade. Ron also held the role of Senior Vice President and Senior Portfolio Manager at Key Private Bank. Earlier in their career, they worked as a Senior Credit Analyst at Victory Capital Management and as a Team Lead in Securities Accounting Services at KeyCorp.

Ron Ulle, CFA, completed their Bachelor's degree in Finance from The University of Akron, graduating in 1992. Ron then pursued their MBA in Banking & Finance from the Weatherhead School of Management at Case Western Reserve University, which they successfully attained in 1997. In 2001, Ron obtained the Certified Financial Analyst (CFA) certification from the CFA Institute.