Ron Bates, CPA, CFP®
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Ron serves as Chairman of St. Clair Advisors. He is also responsible for the overall coordination, quality and delivery of the firm’s Family Office services. Ron has extensive experience in the areas of tax and estate planning, as well as the management of trusts and estates.
Previously, Ron was a Senior Vice President of PNC Bank and managed the Family Office practice at PNC’s Hawthorn Group (formerly Sterling) which provides investment advisory and family office services in an integrated manner to wealthy families. He has been in the wealth management business for over 30 years.
Ron is a Certified Public Accountant, a Certified Financial Planner and has earned the Personal Financial Specialist designation from the American Institute of CPA’s. He has also held positions as Director of Corporate Tax for a multinational Fortune 500 corporation and as a Tax Manager for Price Waterhouse & Co. Ron also served in the U.S. Navy for two years.
Ron is a member of the American Institute of CPA’s, the Personal Financial Planning Section of the AICPA, The Ohio Society of CPA’s and the Organization of Certified Financial Planners. He is a graduate of the State University of New York at Buffalo.
Ron is active in the University Hospitals Diamond Advisory Group and the Geauga County Bluecoats.