Founder and CEO of Equus Private Wealth
Ron is a financial markets veteran with over 35 years of hands on money management experience. He had the early fortune to begin his career at 20 years old working under a Wall Street legend, Tom Bailey, of Janus Capital. He worked in various capacities and ultimately managed over $2 billion in mutual fund assets while achieving a top decile career performance ranking.
During his time at Janus he also managed several key private accounts for individuals creating a personal bond with his clients and interest in their evolving lives. His love for a more personal connection with clients and custom managed accounts led to the formation of his own company Equus Private Wealth in 2007 where he works only with individuals.
Ron’s family history had an unfortunate loss during the Great Depression of the 1930’s and created a generational story towards risk and investing. His current passion for money management and financial education is rooted in his commitment to increase his own knowledge of the markets and promote a positive message around risk and reward.
The Aspen Women’s Wealth Forum was developed as a platform to help his growing group of female clients, his wife, and friends more easily access helpful resources, receive supportive messaging around money matters and create a community of women interested in actively participating in their financial affairs.
In the past few years Ron has ordered more finance books on Amazon than most schools, and sent them to his clients and friends in hopes of making a difference and inspiring action.
His financial motto is “get in the game and learn how to stay”