Q: What are your role and responsibilities at Birch Hill?
A: My primary responsibilities include portfolio management, client service and new business. I’m also involved in the investment research process.
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: Helping individuals and families plan for and ultimately achieve their most important goals while staying true to their personal and family values.
Q: When you’re not working, how do you spend your time?
A: I’m often with my wife on the sideline of a soccer field or basketball court cheering on our sons’ teams. We also love listening to our daughter’s a capella concerts. With our oldest now in college, my favorite moments are when we are all together. It could be as exciting as a family vacation or as simple as catching up over family dinner.
Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: I’d like to work closely with non-profit organizations, focusing my efforts on the protection and well-being of both children and animals.
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.