Q: What are your role and responsibilities at Birch Hill?
A: I’m primarily responsible for marketing and new business efforts. I’m also involved in the investment research process and assist in providing financial planning guidance to Birch Hill clients.
Q: What do you think Birch Hill’s best qualities are?
A: Our people, our culture, our investment approach and our aspirations. Relative to the last one, we have a long-term view and are continually looking to improve as individuals and as a firm.
Q: What about what you do brings you the most personal satisfaction?
A: The challenge of finding individuals and families whose values are aligned with Birch Hill’s investment approach and culture. This quest leads to some inspiring discussions.
Q: When you’re not working, how do you spend your time?
A: I have three active children, so I moonlight as a chauffeur on weekends. Our hectic schedules lead us to really appreciate our family time when we are all together. It’s usually the little things that mean the most, like having a family dinner, watching a movie together, or reading books next to each other.
Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: I’d either find a way to coach high school or college basketball or become heavily involved in an organization aimed at improving farm animal welfare. Or I’d do both.
Q: What words do you live by?
A: “A life is not important except in the impact it has on other lives.” It came from Jackie Robinson.