Name: Robert McDonald
Title: President, Mass. Mortgage Bankers Association
Company: Mass. Mortage Group, Inc.
Location: 100 George P. Hassett Dr., Medford, MA 02155
First job outside of finance: Rare coin dealer
First job in real estate or allied field: Independent mortage broker for RTM Financial
What do your do now and what are you planning for the future? Increase membership; continue to offer members the necessary education requirements for state and federal regulations.
Hobbies: Golf, deep sea fishing, rare coin dealing
Favorite book: "What to say when you talk to yourself" by Shad Helmstetter
Keys to success: Daily, weekly, monthly planning.
If you had to choose another vocation what would it be? Rare coin dealer for Collvestcoins.com
Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.