Q: What are your role and responsibilities at Birch Hill?
A: Portfolio Management and client services.
Q: What do you think Birch Hill’s best qualities are?
A: Commitment to our clients. A team approach.
Q: What about what you do brings you the most personal satisfaction?
A: We provide an important service to our clients that improves outcomes in their lives. They recognize our contribution and appreciate it.
Q: When you’re not working, how do you spend your time?
A: My children are grown and on their own, so I have more free time now to spend with my wife Betsy, traveling and engaging in activities like golf. I also enjoy cycling and reading. A new grandchild happily gets a good deal of our attention and provides us with more reasons to visit two of our children in the New York area. I am also engaged with St. Francis House and Crossroads, two charities where I am on the Board. Both organizations are making a difference and provide me with a great deal of personal satisfaction.
Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: Teaching. As a Portfolio Manager for individual clients, communicating is a primary area of focus.
Q: What words do you live by?
A: “Commitment, honesty, integrity, community, respect.”