David Ronco
Senior Portfolio Manager - Whittier Trust Company
- Role
- Senior Portfolio Manager at Whittier Trust Company
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About David Ronco
Investment professional with over 20 years of experience bridging portfolio management, fiduciary advisory, and corporate finance serving as a Senior Portfolio Manager at Whittier Trust, a leading multi-family office based on the West Coast. In this role, I am responsible for developing and implementing customized strategies for asset allocation, security selection, risk mitigation, and tax optimization to meet each client’s unique financial objectives. In addition, I am a certified specialist in trust and estate planning, which enables me to provide strategic guidance on wealth preservation and intergenerational wealth transfer.
Experience
Senior Portfolio Manager
Jan 2022 — Present · Newport Beach, CA, US
Oversee tailored investment portfolios for high-net-worth families and foundations, serving in both fiduciary and advisory roles. Lead all facets of portfolio management for my clients, including asset allocation, security selection, and risk management. Evaluate a comprehensive range of investment opportunities across public equities, fixed income, real estate, and alternative assets. Actively involved in estate planning and trust structuring to support long-term wealth preservation.
Education
The Wharton School
Master of Business Administration - MBA, Finance
2009 — 2011
Stanford University
Bachelor of Arts, Economics
1996 — 2000
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