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Ron Aines
Portefeuillebeheerder-Aandelen bij Genesis Wealth Advisors LLC
Profiel
Mr. Ronald C.
Aines is a Vice President at Genesis Wealth Advisors LLC.
Mr. Aines has been with the firm since 2011 and its predecessor firm, Genesis Capital Advisors, Inc., since 1997.
In his role as vice president, he is responsible for integrating financial planning and investment strategy for clients.
Previously, Mr. Aine worked as a financial manager in the technology industry and managed manufacturing operations for companies that supply products to retailers.
He earned a BA in History from Union College and earned his MBA from Boston College.
Mr. Aine is a Chartered Financial Consultant (ChFC), as well as a Chartered Life Underwriter (CLU).
As a Chartered Advisor for Senior Living (CASL), he helps retirees manage their income and investments, as well as inter-generational wealth transfer issues.
Mr. Aine is also a member of the Greater Boston Chapter of the Society of Financial Service Professionals.
Actieve functies van Ron Aines
Bedrijven | Functie | Begin |
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Genesis Wealth Advisors LLC
![]() Genesis Wealth Advisors LLC Investment ManagersFinance Genesis Wealth Advisors LLC (Genesis) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Braintree, Massachusetts. Founded in 1993, Genesis offers wealth management services to individuals, high net-worth individuals, corporations and other business entities, charitable organizations, and retirement plans. | Portefeuillebeheerder-Aandelen | 01-01-1997 |
Opleiding van Ron Aines
Union College (New York) | Undergraduate Degree |
Boston College | Masters Business Admin |
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Genesis Wealth Advisors LLC
![]() Genesis Wealth Advisors LLC Investment ManagersFinance Genesis Wealth Advisors LLC (Genesis) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Braintree, Massachusetts. Founded in 1993, Genesis offers wealth management services to individuals, high net-worth individuals, corporations and other business entities, charitable organizations, and retirement plans. | Finance |