Chief Operating Officer
Ron has over 30 years of experience in the financial services industry and joined Essex Financial Services in May 2013. Prior to joining the firm, Ron served as a Financial Consultant at Merrill Lynch, a key accounts manager at Putnam Investments and as a sales manager for a number of Financial Institution investment programs, most recently at Sovereign Bank. Most recently he was a business consultant with LPL Financial.
His responsibilities at the firm include oversight of operations, compliance, facilities and finance as well as serving as Human Resources Manager. Ron works closely with the rest of the management team and the Board of Directors to plan for the orderly continuation of the firm’s growth.
Ron holds the Series 7, 24 and 63 securities licenses as well as the State of Connecticut Life Insurance License.
Ron received his Bachelor of Science in Business Administration with a Finance major from the University of Richmond and his Masters of Arts from Wesleyan University.
He resides in Ivoryton, CT with his wife and has three adult children. Ron volunteers with the Essex Land Trust and is active as a fitness instructor.