RGA Ventures is a consulting firm working with multi-billion wealth management firms and asset managers on initiatives of strategic importance to their growth.

Over the course of 30 years the founder, Ron Albahary, CFA, has experienced wealth management from virtually every perspective having: 

• Led client relationships through bull and bear markets
• Engaged in business development
• Recruited, developed and led client advisors
• Managed portfolios
• Innovated planning and investment solutions and delivered them to market
• Created financial planning tech before Fintech was a buzzword, and
• Led as a C-suite executive of three multi-family offices responsible for and involved with driving the firms’ strategic planning and operating activities.  

Helping advisors work with successful families to crystallize their objectives and achieve their financial and non-financial goals is the common theme and one that fuels RGA Ventures.