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This profile was last updated on 7/27/10  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Ron Yolles JD CFA

Wrong Ron Yolles JD CFA?
 
Background

Employment History

  • Founding Partner
    Yolles-Samrah Wealth Management
  • Principal
    Yolles-Samrah Wealth Management
  • JD, Cfa
    Yolles-Samrah Wealth Management
  • Founding Member and Director
    Council of Independent Financial Advisors
  • Columnist
    Better Investing

Board Memberships and Affiliations

  • Member
    CFA Institute
  • Member
    State Bar Association of Michigan
  • Founder
    Yolles Investment Management
  • Board Member
    Investment Analysts Society of Detroit

Education

  • JD
    University of Michigan Law School
  • BA with honors
    University of Michigan
8 Total References
Web References
Team
www.internetinvestmentmanager.com, 27 July 2010 [cached]
Ron Yolles , CFA and Registered Advisor
Market Links: AMEX / CBOE / S&P / Russell / iShares
Money Skills for a Comfortable ...
www.crainsdetroit.com, 5 Nov 2007 [cached]
Money Skills for a Comfortable Retirement, written by her husband, Ron Yolles, a founding partner of Yolles-Samrah Wealth Management in Bloomfield Hills, and is the author of "All My Children" and "Twin Peaks" trading card sets.The couple lives in Birmingham with daughter Madison.
Her previews of major charity fundraising events will appear each month in Business Lives.
Yolles
www.internetinvestmentmanager.com, 1 Sept 1998 [cached]
Yolles | Ron Yolles Yolles
YOLLES SAMRAH WEALTH MANAGEMENT, LLC
...
RONALD M. YOLLES, JD, CFA
Mr. Yolles is a Principal at Yolles-Samrah Wealth Management, LLC a Bloomfield Hills, Michigan based firm, which manages over $1 90 million for individuals, families, retirement plans and corporations. He is a nationally recognized authority in the areas of tax efficient investing and retirement planning and focuses his research and writing on these areas. Ron is frequently quoted in both the national and local media and regularly speaks at national and local forums. He is a former member of the Charles Schwab Institutional Advisory Board.
Mr. Yolles founded Yolles Investment Management in 1987 after working as an Investment Analyst and Portfolio Manager. Mr. Yolles received a BA with honors from the University of Michigan in 1982 and a JD from the University of Michigan Law School in 1985. He earned his Chartered Financial Analyst (CFA) designation in 1991 from the Institute of Chartered Financial Analysts. He is a member of the State Bar Association of Michigan (Probate and Estate Planning Section) and the CFA Institute . He is a past Director of the Investment Analysts Society of Detroit and a founding member and Director of the Council of Independent Financial Advisors (CIFA).
Ron Yolles sits on Charitable Endowment Boards with stewardship over $400 million in assets. In 1998 he published the best selling retirement book; YOU'RE RETIRED, NOW WHAT? Money Skills for a Comfortable Retirement (John Wiley & Sons, Inc., New York, September 1998). He was twice recognized by Worth magazine as one of the top financial advisors in the country. His second book on retirement, GETTING STARTED IN RETIREMENT PLANNING was published in December of 2000.
Ronald M. Yolles - Council of Independant Financial Advisors
www.independentadvisors.com, 18 April 2006 [cached]
Ronald M. Yolles JD, CFA - Treasurer : An attorney and CFA, Mr. Yolles specializes in structured portfolio strategies which combine the best elements of both active and indexed management using stocks and mutual funds. He has been twice recognized by Worth magazine as one of the top financial advisors in the country. In addition, Mr. Yolles is the author of the best-selling personal finance book YOU'RE RETIRED, NOW WHAT? (John Wiley & Sons) and is a columnist for Better Investing magazine. Mr. Yolles sits on endowment boards with stewardship of over $400 million and is Education Chairman and on the Board of Directors for the Investment Analysts Society of Detroit. He is also a member of the State Bar of Michigan's Estate Planning Section. Area of Expertise: Tax-efficient investment strategies/Retirement and 401(k) planning.
For Retaining Clients, a Client Retainer
www.registeredrep.com, 1 Nov 2002 [cached]
Ron Yolles of Yolles-Samrah Investment Management in Southfield, Mich., says he started getting requests for flat retainers in the last couple of years.And some RIAs are experimenting with deals on management fees for bigger clients - say, those with $5 million or more.They're offering, for example, a $30,000 retainer rather than a 1 percent management fee, depending on portfolio complexities.
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