Ronald joined in 2022 as an Advisory Associate in our Cleveland office. Prior to joining Vivaldi, Ronald was a senior investment and portfolio analyst at a multi-family office serving ultra-high-net-worth individuals and families. In that role he was responsible for managing due diligence, research and reporting for various alternative investment strategies. He received a Bachelor of Science in Business Administration with a concentration in Finance from John Carroll University. Currently, he is a Level II candidate in the CFA program.