Ronald Macleod

Ronald Macleod is a Managing Director, joining the organization in 2018 and has over 25 years of experience in the investments industry.  Throughout his career he has worked closely with families and family offices to navigate the complex issues of significant wealth. He is responsible for promoting new client engagement across the enterprise, and works closely with firm leadership to develop and execute upon strategies for growing the business and delivering exceptional client experiences.

Prior to joining our firm, Ron served as Managing Partner and Co-Chair of the Investment Committee for a single family office in Santa Barbara, one of several senior family office positions he has held during his career. His experience includes advising families on issues ranging from direct investment opportunities, aircraft financing, next generation planning, to capital raising for strategic partnerships. Ron has worked with entrepreneurs, athletes and entertainers in the ultra-affluent community. Earlier in his career, he had served as Managing Director in the office of the President at the Nasdaq Stock Market and Senior Vice President at Rockefeller & Co.

Ron attended the UCLA as an undergraduate. Ron has served the community, including: former Chairman of the Dream Foundation, Board of Directors the United Boys and Girls Club and the Wounded Warriors Support Foundation.