David Ronco

Senior Portfolio Manager at Whittier Trust

David Ronco, CFA, currently serves as Senior Portfolio Manager at Whittier Trust Company, managing customized investment portfolios for high-net-worth families, trusts, and foundations with a focus on asset allocation, security selection, risk mitigation, and tax efficiency. Previously, David held roles including Director of Finance at CV Ag Partners, where best practices in financial reporting were implemented, and Vice President - Finance and Capital Markets at Farmland Partners Inc., leading investor relations and capital markets initiatives. David also co-managed mutual funds at Lazard Asset Management, significantly outperforming benchmarks, and contributed to the launch of Alesco Global Advisors as a Portfolio Manager. Early career experiences include roles as a Securities Analyst at RBC Capital Markets and Robertson Stephens, and as an Investment Banking Analyst at Salem Partners. David holds a Bachelor of Arts in Economics from Stanford University and an MBA in Finance from The Wharton School.

Links

Previous companies

RBC Capital Markets logo
Lazard Asset Management logo
Robertson Stephens logo
Salem Partners logo
Farmland Partners logo

Org chart