Q: What are your role and responsibilities at Birch Hill?
A: My main responsibilities are to assist several portfolio managers in managing their client relationships and interact directly with their clients through email or phone requests. I also assist Paul Donovan, our Chief Compliance Officer, with various compliance-related tasks.
Q: What do you think Birch Hill’s best qualities are?
A: Birch Hill is like a second family to me. I really enjoy the family-like atmosphere. Everyone is so friendly and respectful.
Q: What about what you do brings you the most personal satisfaction?
A: Being able to respond to the many requests we get from our clients. I believe the quick responses they get from us make them feel grateful, and I get a lot of satisfaction from that.
Q: When you’re not working, how do you spend your time?
A: Spend quality time with family and friends. Maintain daily meditation and exercising to stay healthy.
Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: Volunteer myself to work with some charities. Travel to places that I have never had a chance to visit before.
Q: What words do you live by?
A: “No pain, no gain.”