Ron Winkler serves as Managing Director, Financial Advisor. He co-founded 57th Street Wealth Advisors in 2024. Prior to 57th Street Wealth Advisors, Ron worked as Managing Director, Investments at Wedbush Securities and spent 38 years of his career as the Founder and Managing Partner of Winkler & Co. CPAs where he was engaged mainly in the areas of tax, financial planning and tax sensitive investing.
Ron developed a passion for business and entrepreneurship in college and upon graduation he established and developed his own CPA firm by the age of 26. He prides himself on having provided the highest level of personalized, quality service to his loyal clients. This includes his ability to guide them through the “cradle to grave” financial aspects of their lives. Through his years of experience in the trenches, his clients often complimented him on his ability to provide them with strategies to their financial challenges. Through his extensive experience as a CPA, he has a special perspective on the tax and business aspects of financial planning, including custom approaches regarding retirement, gifting or estate planning.
Ron is grateful to have worked with hundreds of clients and friends over the course of his career.
Ron currently resides in Huntington, NY with his wife Laurie. They are proud to have raised 3 children into independent and well-rounded adults. In his spare time he enjoys skiing, salt water fishing, traveling and gardening.