Wealth Management Expert
Ron Klotter, CFA
Defined Benefit Specialist, Foundation & Institutional Advisors
Ron is a Senior Portfolio Manager in the Central Region of Northern Trust’s Foundation & Institutional Advisors (FIA) practice. He works with both not-for-profit and defined benefit pension clients of the FIA practice. Ron oversees the design, implementation and ongoing management of client portfolios. This includes assisting clients in arriving at their strategic asset allocation, selecting specific investment vehicles suitable to meet their investment objectives, implementing investment strategies and maintaining ongoing communication with client boards and professional staff.
Ron has a wide range of relevant experience in investment management and investment consulting. Prior to joining Northern Trust, Ron was a Managing Director at Strategic Investment Group, an Outsourced Chief Investment Officer (OCIO) specialist based in Arlington, Virginia. In this role, he was the primary client contact for several of the firm’s endowment, foundation and pension clients. Within the investment management industry, Ron also was Director of Equity Product Management at Wellington Management Company and a Partner with Invesco. Ron has been a senior investment consultant with RVK, Aon Hewitt, and Ellwood Associates.
Ron received his MBA in Finance and Marketing, from the J.L. Kellogg Graduate School of Management at Northwestern University, and his B.S. in Finance from Miami University in Oxford, Ohio. He is a CFA charterholder and a member of the CFA Institute as well as the CFA Society of Chicago.