Ronald WallRonald WallExecutive DirectorWealth Advisor
About Ronald
Ron Wall is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. He assists high-net-worth individuals and multigenerational families with all aspects of their financial situations, including investment management and charitable giving.
Ron's interest in the investment management industry began when he bought his first stock as an assignment in his high school economics class. That experience taught him the importance of doing both fundamental and technical analyses, skills he employs in structuring portfolios today. He also delves deeply into his clients' investment histories to develop an accurate risk assessment and to help them set realistic goals. He considers his personal characteristics of honesty and trustworthiness as important components of the ongoing success he enjoys with them. Ron relies on J.P. Morgan's breadth of resources, including the Portfolio Manager Program, to select individual stocks, mutual funds and fixed income investments to help create investment ideas.
Prior to joining J.P. Morgan in 2013, Ron was with Wertheim-Schroder from 1992 to 1996, and became a partner at Pennsylvania Merchant Group Capital from 1996 to 2001. He joined UBS as Senior Vice President from 2001 to 2008, moving to Smith Barney (now Morgan Stanley Smith Barney) from 2008 to 2013.
Ron earned a B.S. in Architecture from the University of Cincinnati. He lives in Gladwyne with his wife, Patricia, who is in the bridal business. They have two adult daughters, one of whom practices law, and the other is with NBC. In addition to enjoying golf and gardening, Ron serves on the Fundraising Board of the Benefactors Society of The Franklin Institute and is a member of The Union League of Philadelphia.
Insights
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now