David R. Ronco

Senior Vice President, Senior Portfolio Manager

Newport Beach, CA

David is a Senior Vice President and Senior Portfolio Manager with Whittier Trust. As a Senior Portfolio Manager, David is responsible for helping establish the investment philosophy and strategy of the firm, and for the selection of individual securities and appropriate asset allocation ranges for client portfolios. David advises clients on issues such as asset allocation, risk assessment, capital market return expectations, and the importance of after-tax performance within their portfolio.

Before joining Whittier Trust, David served as Vice President for Farmland Partners Inc., a publicly-traded REIT. Before that, he was a Portfolio Manager with Lazard Asset Management, where he co-managed mutual funds and separately managed accounts. David co-founded Alesco Global Advisors LLC, an investment management firm that Lazard Asset Management acquired. Before that, he was an equity research analyst with Roberston Stephens and the RBS Capital Markets. David began his career as an investment banking analyst with Salem Partners LLC.

David received his Bachelor’s degree in Economics from Stanford University and a Masters in Business Administration from the Wharton School of the University of Pennsylvania. David holds the Chartered Financial Analyst (CFA®) designation.

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