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Perfil
Mr. Ronald J.
Savarese is a Managing Director at Bison Wealth LLC.
He has over 30 years of investment advisory experience.
He devotes his time at the firm as a financial advisor helping clients navigate the financial markets through financial life planning and disciplined investment management incorporating both active and passive strategies and methodologies.
Mr. Savarese began his career in finance with Smith Barney, Harris Upham, Inc. in Atlanta, Georgia, in 1983.
From March of 1983 through July of 2014, he worked at two investment firms: Smith Barney and UBS Financial Services.
During his time at those two firms he served in a range of capacities including Financial Advisor, Portfolio Manager, Branch/Complex Management, and Director of Trainee Development for the Smith Barney Atlanta Complex, and Senior Executive Coach for UBS.
He was a member of both firms’ President’s Councils and served on the UBS Financial Advisor Advisory Council Board.
He is a past president of the Pace Academy Booster Club and a former Buckhead Baseball coach.
He earned a Bachelor’s Degree from Kent State University.
He is a registered life planner with the Kinder Institute - RLP.
Antiguos cargos conocidos de Ron Savarese.
| Empresas | Cargo | Fin |
|---|---|---|
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Gestor de Cartera-Acciones | 31/12/2024 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
Harris Upham & Co, Inc.
 Harris Upham & Co, Inc. Investment Banks/BrokersFinance Security Broker | Corporate Officer/Principal | - |
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Formación de Ron Savarese.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
5
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Kent State University (Ohio)
 Kent State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harris Upham & Co, Inc.
Harris Upham & Co, Inc. Investment Banks/BrokersFinance Security Broker | Finance |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Finance |
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