Ronald Birnbaum Financial Consultant Trust Advisory Group

March 13, 2008 - Financial Digest

Ronald Birnbaum

Name: Ronald Birnbaum
Title: Financial Consultant/Radio Host
Company: Trust Advisory Group
Location: One Gateway Center, Ste. 250, Newton, MA 02458
Birthplace: Hartford, Conn.
Family: Divorced
College: University of South Carolina, BA, Political Science; American College, CLU, CHFC
First job outside of finance: Honeywell ­- pc design
First job in finance or allied field: Mass. Mutual Insurance program - insurance agent
What do you do now and what are you planning for the future? We provide alternative investments to an individual's portfolio; estate and tax planning, help with diversified programs where much of the risk is removed.
Hobbies: Golf
Favorite book: "The Strategy Bond Investor"
Favorite movie: "Marathon Man"
Person you admire most (outside of real estate: John Adams
Key to success: Treat your clients as you would your own family.
If you had to choose another vocation what would it be? Pro golfer
Tags:

Comments

Add Comment