Q: What are your role and responsibilities at Birch Hill?
A: I’m a research analyst. I primarily analyze publically traded companies to potentially identify equity investments for our client’s portfolios. I also maintain the Birch Hill performance composite.
Q: What do you think Birch Hill’s best qualities are?
A: Our people and the effort we all make to put the client’s best interests first.
Q: What about what you do brings you the most personal satisfaction?
A: Identifying companies that our clients can own for the long run to grow their wealth.
Q: When you’re not working, how do you spend your time?
A: I spend a lot of time working around the house with my wife and dog. Our infant son isn’t quite up to pitching in yet.
Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: I used to ski a lot, and I’d enjoy living in a western ski town. I also think being a high school teacher would be a rewarding job.
Q: What words do you live by?
A: “Treat others as you’d like to be treated yourself.”