CLEARWATER INVESTMENT MANAGEMENT, LLC

Biography.  Public Speaking.

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About Ron

Ronald began his career in 1994 as a security analyst in the Portfolio Management Group of Metropolitan Life Insurance Company, moved to the Real Estate Investment Department of New York Life Insurance Company.

He was then promoted to positions of increasing responsibility, ultimately managing portfolios worth $40+ billion as Vice President of Portfolio Management at New York Life Investment Management. Later, he was the head of Portfolio Management of Old Mutual US Life Insurance Co ($22 billion).
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Ronald is the founder and President of Clearwater Investment Management LLC, a Registered Investment Advisory, and has a CFA, an MBA in Finance, and a BA in Philosophy and Political Science. Ron sits on the Board of the Princeton Community TV. 

Topics for speaking

  • Critique of Modern Portfolio Management & Efficient Market Hypothesis
  • Historical Perspective on Booms and Busts 
  • The delussions propogated by investment management, insurance firms, and their media advertising alter egos that shamelessly separate savings from individual investors 
  • The history of money management and the history of decietfully manufactured securities and investment products.

Schedule a speaking engagement

Contact Ron
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CONTACT US

(917) 696-7131

4390 US Route 1, Suite 215, ​Princeton, NJ 08540 ​

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  • Home
  • Investment Philosophy
  • Investment Management
  • Radio Show
  • Biography/Public Speaking
  • Blog
  • Contact