Q: What are your role and responsibilities at Birch Hill?
A: I’m the head of operations, technology, and compliance.
Q: What do you think Birch Hill’s best qualities are?
A: Our people. Focus on our clients. A strong and disciplined investment process.
Q: What about what you do brings you the most personal satisfaction?
A: Seeing the growth and success of our firm. Employee personal successes, happiness, and retention.
Q: When you’re not working, how do you spend your time?
A: Time with family and friends. Traveling the world with my wife. Time with our four-legged friend, Rocky. Volunteering, including for my “second job,” running AUG The Exchange.
Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: Volunteering for a non-profit or event planning.
Q: What words do you live by?
A: “The best investment you will ever make is in yourself.” Warren Buffett said it. If not that, then “Go big or go home.”