I enjoy helping people with their investments and broader financial lives. Sometimes that may mean relieving a stress or anxiety that money sometimes causes, other times it may mean enhancing someone’s existing knowledge, or it may mean providing a sounding board and second opinion as they go through life. It may mean all of the above. It always means learning about people – their backgrounds, their goals, and what is important to them with respect to their investments, their wealth, and even more broadly, in life. The biographical side of it is fun; you learn something from everyone with whom you meet and build a relationship. As someone who enjoys learning, I enjoy working in an industry that changes, always providing an endless well of new learning opportunities and experiences. It’s rarely the same from day to day.
One of the biggest joys is also one of the biggest challenges – staying abreast of new learning and the change in our industry to deliver great ideas and solutions for our clients. Investor psychology near market peaks and troughs is also a challenge. As investors, re-centering our focus on the long-term, rather than the time period right in front of our noses, is always a valuable reminder.
I enjoy being part of a team that is clearly committed to great service, has high internal expectations, and is invested in growth and development which enhance the firm’s service delivery and the knowledge base of its employees.
I love to learn and enjoy the process of learning. I enjoy thinking about history and the past to help inform the present and future. I like to gather input; information to help make sound decisions. I have a sense of psychological responsibility and ownership of my work.
It is an enabler. It is up to them what they will have their wealth enable them to do. The answers are as unique as each person. They are stewards of their wealth and it is one of their great freedoms in life to choose how and where to allocate it, along with their time. It’s a good reminder to us as advisors the integral role we can play and the responsibility that comes with sitting alongside the client as they think about the temporary stewardship of their wealth.
I can’t imagine not working in this industry; a project in junior high school created the spark. Other careers that at one time interested me were pilot, medicine, writing, public policy research, or teaching at the high school or college level.
I’m proud of my marriage and of long-standing friendships I enjoy.
I love spending time with my wife and our son. Though there never seems enough time, I enjoy reading, mostly non-fiction, on a variety of topics.
I’ve had the opportunity to gain broad experience in the investment industry, including client service, investing, financial planning, operations with a hedge fund, research, and more. It has given me a holistic perspective of our business, the ability to understand the challenges of different roles on a team, and at one time, the experience of owning my own small investment and planning firm. The latter provided valuable insight into an ownership mentality.