Q: What are your role and responsibilities at Birch Hill?
A: My primary role is Portfolio Administrator. I handle roughly 25% of Gary’s active accounts – custodial paperwork, transactions upon request, document control, those kinds of things.
Q: What do you think Birch Hill’s best qualities are?
A: I think what’s best about us is our relentless commitment to satisfying clients’ needs, safeguarding their information, staying current with market conditions and how they impact client investments, and our absolute compliance with SEC regulations. From the perspective of an employee, Birch Hill treats its staff like family. Benefits exceed the standard for similar firms in this industry, and the managers always do their utmost to accommodate the needs of their staff.
Q: What about what you do brings you the most personal satisfaction?
A: I like making people happy. When what I do makes a client feel well-served, a manager’s job easier, a co-worker’s load lighter, these things give me the most personal satisfaction.
Q: When you’re not working, how do you spend your time?
A: I primarily care for the needs of my family and pets. I also enjoy a variety of hobbies including knitting hats for the homeless, singing in the church choir, gardening, reading, philately, and I am unquestionably addicted to Scrabble.
Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: Job hunting.
Q: What words do you live by?
A: “Be to others kind and true as you would have them be to you, and never do or say to them what you would not receive again.”