Ben Taggard

Managing Member, CCO @Trg Investment Advisors, Llc

Brattleboro, VT, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2021 — Present

Managing Member, CCO @Trg Investment Advisors, Llc

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TRG Investment Advisors, LLC dba TRG Retirement Plan Consultants is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where TRG Investment Advisors, LLC dba TRG Retirement Plan Consultants and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by TRG Investment Advisors, LLC dba TRG Retirement Plan Consultants unless a client service agreement is in place.

EDUCATION

1995 — 1996

Boston College Carroll School of Management

Master’s Degree, Finance

1986 — 1989

Northfield Mount Hermon

High School

1989 — 1993

Bentley University

Bachelor’s Degree, Economics & Finance

SKILLS

Portfolio ManagementMutual FundsRetirement Plan ConsultingInsuranceManagementRetirement PlanningFinancial PlanningLeadershipStrategic PlanningFinanceInvestmentsNonprofits

ABOUT BEN TAGGARD

As fiduciaries our sole responsibility is to act in our client’s best interest. Our two…

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Ben Taggard — Managing Member, CCO at Trg Investment Advisors, Llc in Brattleboro, VT, US | Unifers