Ron Tenhagen

Chief Investment Officer

Ron Tenhagen

Ron Tenhagen joined Socius in 2023, serving as Chief Investment Officer. He leads the firm’s investment platform and works to create bespoke investment solutions to meet the unique needs of Socius’ ultra-high-net-worth individuals and family clients.

Ron has over 20 years of experience as an institutional investor and is an expert in portfolio construction, asset allocation and alternative asset manager research. Prior to Socius, Ron was Director of Investments at JM Family Enterprises where he was responsible for managing significant pools of capital for corporate, insurance and retirement assets. Prior to his work at JM Family Enterprises, he held positions at Wells Fargo and Wachovia, where he developed and managed model portfolios, conducted investment research and manager due diligence for the wealth advisory divisions.

Ron received a Bachelor of Science in Banking & Finance from the University of North Florida.