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Professional Biography


      Portfolio manager, Ronald T. Theda, graduated Magna Cum Laude from UCLA in 1993 and in the top third of his class from USC Law School in 1997. Ronald has been a Chartered Financial Analyst (CFA) since 2005, widely respected in the financial world as the designation of choice for mutual fund investment portfolio managers and Wall Street stock analysts. The CFA designation included passing all three levels of the CFA examination, a rigorous three year process. In addition, he was a stock analyst with a mid-sized Los Angeles area wealth management firm, under the guidance of a former portfolio manager with Trust Company of the West. Ronald also practiced law, with a partial focus on securities fraud litigation as well as general liability, before embarking on a career in securities analysis and management. He has over nineteen years of investment experience and has been a Registered Investment Advisor since 2006.
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