Ron has been a financial advisor and investment analyst for 16 years. He joined Epiqwest in 2007. Ron’s unique skills analyzing prospective investments reflect not only his experience as an investment advisor but also his experience working for operating companies and input from his personal advisory board.
Prior to joining Epiqwest, Ron managed the personal investment portfolios of business owners, many of whom also hired him as a business consultant in the areas of strategy, forecasting, and budget development. All of those clients came with him when he moved to Epiqwest.
Earlier in his career, he was the CFO of an environmental construction company that averaged 300% annual revenue growth during his tenure. He was also the assistant to the executives of several non-profits, and he worked for FedEx Corporation where he worked in the areas of strategy, forecasting, marketing, and product management.
Ron’s personal advisory board took shape during his undergraduate years when he built a life-long relationship with Crumpton Farrell, a Finance professor who formerly worked for Value Line on Wall Street. While in MBA school, Bruce Henderson, founder of Boston Consulting Group, developed a lasting mentoring relationship with Ron. Both men helped Ron hone his skills in securities analysis, portfolio construction, portfolio management, and business strategy for many years.
Ron has a BS with a double major in Economics and Finance from St. Cloud State University (summa cum laude) and an MBA in Finance from Vanderbilt University. Ron is a registered representative of American Portfolios Financial Services, Inc. and an Investment Advisor Representative of Epiqwest Investment Corporation.
Ron and his wife, Laurie, have an adopted son from China, and in his free time, he enjoys golfing and international travel.