Professional Profile: Ronald Birnbaum - 2015

Family: Single

College: U of South Carolina – BA in Poly Science; American College – Financial Plan Designations

First job outside of finance: Honeywell – Printed Circuit Bd. Design

First job in finance or allied field: Mass Mutual Ins. – Agent

What do you do now and what are you planning for the future: Total portfolio management with emphasis on creative diversified portfolios including non-traded securities i.e. real estate; equipment leasing; help people do 1031 exchanges; tax deferred solutions

Hobbies: Golf, chess, NE Patriots

Favorite book: “Moneyball” by Michael Lewis

Favorite movie: “American Sniper”

Person you most emulate (outside of family): John Adams

Key to success: The Golden Rule – Do unto others, etc.

If you were forced to choose another vocation what would it be? Pro golfer