Q: What are your role and responsibilities at Birch Hill?
A: I have or share responsibility for portfolio management, client service, research and business development. In addition, I am the Chief Compliance Officer and Treasurer.
Q: What do you think Birch Hill’s best qualities are?
A: The level of service we provide to our clients. We truly care about them and helping them reach their goals.
Q: What about what you do brings you the most personal satisfaction?
A: Helping clients work through problems.
Q: When you’re not working, how do you spend your time?
A: With my Family. In the past, that involved coaching youth sports, but currently, I’m more of a spectator. I also enjoy playing golf, tennis, and paddle tennis. And I serve on several non-profit boards and committees.
Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: I’d possibly be coaching a high school lacrosse team. In some ways my role at Birch Hill has attributes that are similar to coaching.
Q: What words do you live by?
A: “Be honest and only promise what you can comfortably deliver.”