PRINCIPAL
Ron serves as a Principal at Alterna Equity Partners and joined the firm in 2023. He leads the firms Alternative Investments platform and works to create bespoke investment solutions. Ron has over 20 years of experience as an institutional investor and is an expert in portfolio construction, asset allocation and alternative asset manager research. Prior to joining AEP, Ron was Director of Investments at JM Family Enterprises where he was responsible for managing significant pools of capital for corporate, insurance and retirement assets. Prior to his work at JM Family Enterprises, he held positions at Wells Fargo and Wachovia, where he developed and managed model portfolios, conducted investment research and manager due diligence for the wealth advisory divisions. Ron received a bachelor’s degree in banking and finance from the University of North Florida.