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 is a Chartered Financial Analyst (CFA),
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 sixteen years of investment experience and is a Registered Investment Advisor.
