Turtle Bay Group, Inc.

Ronald Starr is a financial advisor at Turtle Bay Group, Inc. in New York, NY, holding a Series 65 designation with 16 years of industry experience. He has been with Turtle Bay Group since 2010. Outside of his advisory role, he serves as a director and part-owner of Universal Identification Solutions, LLC, which sells electronic ID devices, and is a director at GlobalOptions Group, Inc., a security and crisis management firm. Turtle Bay Group primarily serves high-net-worth individuals, trusts, estates, and charitable organizations by providing consulting and non-advisory family office services, while referring clients to a third-party registered investment adviser for portfolio management. The firm integrates legal and accounting services and does not manage client assets directly.

Clement Ballas is a financial advisor at Turtle Bay Group, Inc. in New York, NY, holding a Series 65 designation with 14 years of industry experience. He has been with Turtle Bay Group since 2010. Outside of his advisory role, he serves as treasurer of Edgar Dobie, Inc., a private consulting firm in the entertainment industry. Turtle Bay Group primarily serves high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides consulting and non-advisory family office services and acts mainly as a solicitor/referrer to a third-party registered investment adviser for portfolio management.