Knowledge, experience, leadership And the confidence to pursue your goals
A graduate of Harvard University, Ron began his career almost 35 years ago at Merrill Lynch. There he served as Advisor and soon became the Senior Resident Manager of the Ann Arbor office. In 2008, Ron joined the UBS family bringing with him a passion for Portfolio Management, one that has continued through his work as a Senior Vice President of Wealth Management and a Senior Portfolio Manager.
Ron lives in Plymouth with his wife of 35 years, Julie, and their 7 children to which he has imparted his love for the National Park System. An active Rotarian, Ron loves spending time in his community with his family as it continues to grow. In particular, you can catch him manning the pits at the Rotary Chicken BBQ every September. Splitting time between Gaylord, Michigan at Tortuga Financial Group's satellite office and the office in Plymouth, Ron is always available as he maintains that taking care of his clients is not a job but a way of life.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management, USA; Sr. Portfolio Manager - PMP |
Plymouth, MI |
December 2008 - Present |
Merrill Lynch |
Sr. Resident Manager |
Michigan |
January 1984 - December 2008 |
Education
- Harvard University - Bachelor of Arts
Personal & Community
- Plymouth Rotary Club
Registered States:
AL, AZ, CA, CO, CT, FL, GA, IN, KS, KY, MD, MI, MN, NC, NJ, NY, SC, TX, VA, WA