Ronald Cordes

Advisor at Lovell Minnick Partners

Ron Cordes began as an advisor to LMP in 2018. As an independent consultant, Ron works closely with LMP’s investment professionals assisting in deal sourcing, evaluation and due diligence, with a particular focus in wealth and asset management, managed account platforms and the SRI/ESG asset management market.

Ron has over 35 years of experience in financial services and wealth management, including leadership, M&A, strategic planning, business development and board experience.

Ron was co-founder, CEO (1996-2009) and Executive Co-Chairman (2009-2016) of AssetMark, a leading U.S. managed account platform with more than $50 billion of assets and a former portfolio company of LMP. He co-authored “The Art of Investing” published by McGraw Hill, and was an Ernst & Young Entrepreneur of the Year in 2005.

Since co-founding the Cordes Foundation in 2006, Ron has focused on social entrepreneurship, ESG and impact investing. He currently serves on the boards of MicroVest Capital Management, Align Impact, ImpactAssets, and the Social Impact Lab at Lynn University. He is also a frequent keynote speaker at universities and investment industry events, and his work has been profiled in publications including the New York Times, Barron’s, FastCompany, Financial Times, Forbes and FORTUNE.

Because of Ron's operating company experience in the financial services industry, in addition to his activities for LMP, he may from time to time serve as an independent portfolio company board or management member.

Ron earned his B.S. in Business Administration from the University of California, Berkeley.

Timeline

  • Advisor

    Current role