Ron has served as a vice president at Genesis Wealth Advisors, LLC since 2011 and its predecessor firm, Genesis Capital Advisors, Inc., since 1997. In his role as vice president, Ron is responsible for integrating financial planning and investment strategy for clients. Previously, he worked as a financial manager in the technology industry and managed manufacturing operations for companies that supply products to retailers.
Ron earned a BA in History from Union College and earned his MBA from Boston College. He is a Chartered Financial Consultant (ChFC), as well as a Chartered Life Underwriter (CLU), and holds his FINRA Series 7 securities license. As a Chartered Advisor for Senior Living (CASL), Ron helps retirees manage their income and investments, as well as inter-generational wealth transfer issues. He is also a member of the Greater Boston Chapter of the Society of Financial Service Professionals.
In his free time, Ron enjoys reading and traveling. He also donates his time and energy to his synagogue. He lives in Stoughton, Massachusetts with his wife Nita.