Fort Lauderdale, FL–(business wire) — Socius®, South Florida’s leading independent multifamily office, has hired Ron Tenhagen as Chief Investment Officer (CIO).
Robert Konrad, founder and chairman of Socius, said: “Having over ten years as Director of Investments for one of Florida’s largest and most respected privately held companies, Ron brings years of experience in portfolio management and investment underwriting. He will continue to develop a quality investment platform for and chair Socius’ investment committee.Our clients recognize Ron’s skill set, commitment to excellence, and his commitment to our company’s future. We are thrilled to welcome him to the Socius family.”
Ron has 19 years of experience as an institutional investor and is an expert in portfolio construction, asset allocation and alternative asset management research. Prior to joining Socius, he was Director of Investments at JM Family Enterprises, where he was responsible for managing a significant capital pool of corporate, insurance and retirement assets. Other notable attributes include that he was listed on the CIO’s “40 Under 40” list in 2017 by CIO Magazine. Prior to JM Family Enterprises, Wells Fargo and he worked for Wachovia, Models, where he developed and managed portfolios, and Wealth, where he conducted research for the Advisory Division. Ron holds a Bachelor’s degree in Banking and Finance from the University of Florida.
As Socius’ CIO, Ron will lead the creation of the company’s centralized investment platform, focused on setting investment policy and creating bespoke investment solutions that meet the unique needs of ultra high net worth clients. Ron will be based at his Socius’ new Palm Beach County office in Delray Beach, Florida.
Socius is a partner-owned independent multi-family office that provides private wealth management, monitoring the entire family financial structure, balance sheet accounting and investment performance, liquidity and exit planning, tax strategy monitoring, and private investment. access, risk management, private banking and personal accounting services, trust and legacy services supervision, real estate planning, philanthropy and family governance supervision. The company has three offices in Fort Lauderdale, FL, Delray Beach, FL, and Sewickley, PA.
For more information on Socius, please visit www.socius.com.