Ronald L. Klotter, CFA

Managing Director

Ron is a Managing Director with Strategic Investment Group, is co-manager of the Relationship Management team, and serves as lead relationship manager with several of the firm’s clients. Prior to joining Strategic, he held senior positions in the investment management industry with Wellington Management Company and Invesco and in the consulting industry, including his most recent position as manager of the Midwest practice of RVK. He has extensive experience working with endowments, foundations, and retirement plans, and has written research papers on multiple topics, including endowment spending policy and the challenges of evaluating OCIO performance.

Ron earned an M.B.A. from the Kellogg Graduate School of Management at Northwestern University, and a B.S. in Finance from Miami University (Ohio). He is a CFA charterholder and a member of the CFA Society of Chicago.