Career
Ronald Albahary has been Chief Investment Officer of Laird Norton Wetherby Wealth Management since October 2022. Ronald Albahary is a control person of the firm and directly owns under 5% of it. Ronald Albahary holds a B.S. in Economics from Wharton School, University of Pennsylvania.
Laird Norton Wetherby Wealth Management, LLC is a Seattle, WA firm with $12.2B under management, 1,149 clients and 96 advisers across 5 offices, as of its March 2026 filing.
LNW identifies Ronald G. Albahary as chief investment officer. He joined predecessor Laird Norton Wealth Management in 2021 after CIO or CEO roles at boutique investment advisers.
- Lnw– · 4 yearsNewtown Square, PA · Adviser representative · Firm CRD 113400
- Sei Investments Management Corp– · 2 yearsOaks, PA · Adviser representative · Firm CRD 105146
Credentials and registrations
Professional designations
Listed by Laird Norton Wetherby Wealth Management
- Chartered Financial Analyst charterholder
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Pennsylvania | Approved | 3 December 2025 |
| Washington | Approved | 3 December 2025 |
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 27 January 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 October 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 February 1991 |
| Series 7 | General Securities Representative Examination | 29 October 1990 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Ronald Gerard Albahary
- CRD
- 2096826
- Office
- 150 N Radnor Chester Rd, Radnor, PA 19087
- Firm bio
- lnwadvisors.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Ronald Albahary work?
Ronald Albahary has been Chief Investment Officer of Laird Norton Wetherby Wealth Management, LLC since October 2022, and is a control person of the firm.
Is Ronald Albahary a financial advisor?
Yes. Ronald Albahary has a current investment-adviser registration in Pennsylvania and Washington, through Laird Norton Wetherby Wealth Management since December 2025.
How many years of experience does Ronald Albahary have?
Ronald Albahary has 8 years in the financial industry, since October 2018, across 3 adviser firms.
What exams has Ronald Albahary passed?
Ronald Albahary has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in October 1990.
Where did Ronald Albahary work before Laird Norton Wetherby Wealth Management?
Before Laird Norton Wetherby Wealth Management, Ronald Albahary was registered through Sei Investments Management Corp, August 2005 to May 2008.
Where is Ronald Albahary based?
Ronald Albahary’s registered office is in Radnor, PA.
Is Ronald Albahary a CFA charterholder?
Laird Norton Wetherby Wealth Management lists Ronald Albahary with the CFA credential (“Chartered Financial Analyst charterholder”) on its website. CFA Institute confirms certification status.
Source: Official LNW biography