Q: What are your role and responsibilities at Birch Hill?
A: I provide assistance to Gary for a portion of his clients. Whether this is opening accounts, moving assets in or out of accounts, or intervening to prevent or correct a problem, my aim is to keep everything running smoothly. If Gary needs anything done, I try to “make it happen.”
Q: What do you think Birch Hill’s best qualities are?
A: A solid, well thought-out approach to investing and client service. Birch Hill treats clients with integrity and provides a high standard of service. I am genuinely proud to be part of this organization.
Q: What about what you do brings you the most personal satisfaction?
A: I enjoy interacting with our clients. It’s nice when they express their appreciation for all of us at Birch Hill.
Q: When you’re not working, how do you spend your time?
A: Working in my flower garden, reading and listening to classical music.
Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: I’d like to think I’d be in the horn section of a European orchestra.
Q: What words do you live by?
A: “Live simply that others may simply live.”