Branch Principal & Portfolio Manager
With over 25 years helping clients make financial decisions at life insurance companies, large bank owned firms, small independent firms and foreign asset managers, Ron’s primary role is to make the investment decisions for the discretionary managed accounts. He also services clients on a non-discretionary basis. His breadth of experience, wide ranging knowledge, sense of humor and commitment to learning sets the tone for the team.
Ron is married to Maggie. They have two sons, David and Alek, and two adorable dogs. They appreciate good people, good cooking, most sports and strong value systems.
rriley@worldsourcesecurities.net