Ronald Leong, CFA®
Chief Investment Officer
LPL Registered Representative
Ron brings more than two decades of investment experience to Navigation Group. He has been responsible for managing assets for high net worth individuals as well as public and corporate pension plans. He launched a small cap equity growth fund and was a senior member of an investment policy committee overseeing multi-cap equity and alternative asset classes. Ron is results-driven and brings invaluable knowledge and experience to our team.
Ron earned his Bachelor degree in Finance & Banking from San Francisco State University, where he graduated magna cum laude. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of San Francisco.
Ron lives in San Francisco with his wife and three children. When he is not watching his children’s soccer and lacrosse games, Ron is cycling and fly fishing throughout California. In addition, he can be found assisting biologists and trout organizations maintaining the native species in local watersheds.
Ronald Leong is a registered representative with and securities are offered through LPL Financial, member FINRA/SIPC.