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Ronald P. Mayfield, CFA®

Portfolio Manager

Ron began his career with HVIA 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 HVIA when he joined the firm in 2014. While HVIA 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.

SUNY New Paltz, New Paltz, N.Y.

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

Hudson Valley Investment Advisors, Inc., 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
  • HVIA’s Investment Policy Committee
  • Hudson Valley Estate Planning Council
  • Background Information

    Ron began his career with HVIA 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 HVIA when he joined the firm in 2014. While HVIA 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

    Hudson Valley Investment Advisors, Inc., 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
    • HVIA’s Investment Policy Committee
    • Hudson Valley Estate Planning Council