Ron Albahary, CFA and Chief Investment Officer at Laird Norton Wealth Management
In my conversation today, Ron Albahary, Laird Norton Wealth Management’s CIO tells the story of how their clients set the stage for the firm’s initiative to spotlight social issues. Laird Norton’s clients include multigenerational family offices, foundations, and nonprofits. Since 2021 Laird Norton has been partnering with Calvert Research and Management and Parametric to create investment solutions that meet their clients objectives for working with global leaders in responsible investment and portfolio customization. Albahary and I focus on two thematic portfolio strategies: Empowerment and Community Health and Wellness.