August 13, 2009 -
Financial Digest
Name: Ronald Birnbaum
Title: Financial Consultant; Radio Host
Company: Trust Advisory Group
Location: One Gateway Center, Suite 350, Newton, Mass.
Place of Birth: Hartford, Conn.
Family: Divorced
College: University of South Carolina, BA Political Science; American College, CLU, CHFC, CASL
First Job Out of Finance: Honeywell, pc design
First Job in Finance or Allied Field: Health Insurance - American Small Business Association
What do you do now and what are you planning for the future? We provide alternative investments to an individual's portfolio with multiple assets including real estate; estate and tax planning; helping with diversified programs where much of the risk is removed.
Hobbies: Golf, baseball and chess
Favorite book: "The Strategic Bond Investor"
Person you most emulate (outside of family): John Adams
Keys to success: Treat your clients as you would your own family.
If you were forced to choose another vocation what would it be? Pro golfer