Ronald P. Mayfield, CFA®

Vice President & Deputy CIO

• Background Information

  Ron began his career with Orange Investment Advisors as an Assistant Portfolio Manager, but through demonstration of his investment knowledge and skill, he was promoted to a Portfolio Manager within twelve months. In 2017, he received his Chartered Financial Analyst® designation.

  Ron’s prior financial experience of working with high net worth individuals and institutional clients made him an ideal candidate for Orange Investment Advisors when he joined the firm in 2014. While Orange Investment Advisors may be smaller than his past experiences, Ron acknowledges it’s the big hearts of a staff that pitches in and supports each other that makes the place unique; all the more reason Ron strives “to be the best he can be, all the time.”

  Ron resides in Orange County and has a daughter.

• Education & Training

  SUNY New Paltz, New Paltz, N.Y.

  • Bachelor of Science in Finance – May 2008, Summa cum Laude
  • Chartered Financial Analyst®, 2017, CFA designation conferred
• Business Experience

  Orange Investment Advisors, 11/2014 – Present

  • Portfolio Manager

  LPL Financial, LLC/First Niagara Investment Services, 1/2014 – 11/2014

  • Personal Financial Associate

  Lord Abbett LLC, 6/2012 -1/2014

  • Client Services

  Prudential Investment Management Services, 5/2011 – 5/2012

  • Client Services

  Independent Trader, 12/2009 – 4/2011

  Zeus Securities, Inc. 6/2009 – 9/2009

  • Financial Advisor

  Maxim Group, 7/2008 – 5/2009

  • Junior Broker
• Notable Memberships
  • Orange Investment Advisors’ Investment Policy Committee
  • Hudson Valley Estate Planning Council