Ron Caldwell, CFP®, CIMA®, is the Senior Regional Director of Central Region for William Blair Advisor Solutions, serving Registered Investment Advisors, Banks, and Financial Intermediaries. He is an investment industry veteran of 31 years. Mr. Caldwell started his career in Houston, Texas as an Account Executive for EF Hutton in 1981. Since 1987 he has been a consultant to advisors while working for firms such as John Nuveen & Co, Lord Abbett, Morgan Stanley, Invesco and most recently Guggenheim Funds. Education: B.B.A., University of Texas; Masters of Liberal Arts, Southern Methodist University.