Ronald M. Florance

Former Deputy Chief Investment Officer at Wells Fargo Bank, NA (Private Banking)

Ronald M. Florance

Ronald M. Florance

Former Deputy Chief Investment Officer at Wells Fargo Bank, NA (Private Banking)

Biography

Ronald M. Florance is former Senior Strategic Advisor at Robertson Stephens Advisors LLC. Mr. Florance received an undergraduate degree from Brown University.

Overview
Career Highlights

Wells Fargo Bank, NA (Private Banking)

RelSci Relationships

125

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Relationships
RelSci Relationships are individuals Ronald M. Florance likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Director at Robertson Stephens Wealth Management LLC

Relationship likelihood: Strong

Managing Director at Robertson Stephens Wealth Management LLC

Relationship likelihood: Strong

Managing Director at Robertson Stephens Wealth Management LLC

Relationship likelihood: Strong

Managing Director at Robertson Stephens Wealth Management LLC

Relationship likelihood: Average

Investment Associate at Robertson Stephens Advisors LLC

Relationship likelihood: Average

Chief Operating Officer & Chief Financial Officer at Robertson Stephens Advisors LLC

Relationship likelihood: Average

Special Adviser at Cheyene Capital Fund LLC

Relationship likelihood: Average

Director, Research & Strategy Group at Robertson Stephens Wealth Management LLC

Relationship likelihood: Average

Venture Partner at Oak Investment Partners

Relationship likelihood: Average

Managing Director at Robertson Stephens Partners LLC

Relationship likelihood: Average

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Ronald M. Florance
Former Deputy Chief Investment Officer at Wells Fargo Bank, NA (Private Banking)
Education
Class of 1983

Brown University is located in historic Providence, Rhode Island and was founded in 1764. It is the seventh-oldest college in the United States. Brown is an independent, coeducational Ivy League institution comprising undergraduate and graduate programs, plus the Alpert Medical School, School of Public Health, School of Engineering, and the School of Professional Studies.

Career History
Senior Strategic Advisor
2015 - Prior

Robertson Stephens Wealth Management LLC operates as a holding company that provides independent, objective and conflict-free advice and asset management services to high net worth individuals and families. The company was founded in 2013 and is headquartered in San Francisco, CA.

Deputy Chief Investment Officer
Prior

Wells Fargo Bank's main investment management products include FundSource and Allocation Advisors Strategic ETF Portfolios. FundSource primarily uses mutual funds that have been constructed from a recommended list of more than 240 mutual funds. In general, each fund's objective is to beat its index on a risk-adjusted basis through independent security selection and weighting. Risk is spread over multiple types and classes of mutual funds. The Allocation Advisors Strategic ETF Portfolios use a portfolio of ETFs that are targeted to meet the client's objectives and risk tolerance over a long time period. The portfolios employ ETFs which offer diversification and the ability to mirror entire indexes, segments of the markets or whole industries. The ETFs offer a level of diversification difficult to obtain through single stock purchases. Wells Fargo Bank's processes to meet the needs of their clients are the following: understand; analyze; advise; and evolve.

Senior Strategic Advisor
Prior

Robertson Stephens is an independent, privately owned firm founded by the very same group of dedicated professionals who built the wealth management business at the original Robertson Stephens. While working at our esteemed predecessor, we applied our knowledge and expertise to managing approximately $40 billion in assets for wealthy individuals, families, endowments, and foundations.

Events
Speaker
Tiger 21 Group Meetings

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