Where do you see yourself professionally in 10 years? The greatest benefit of my role as a portfolio manager is the ability to work with the same families over multiple decades. I see myself assisting the same families that I work closely with today.
What’s the best career advice you’ve received? Add value no matter your job title.
How do you keep a work-life balance? One day a week I work as late as I want. The other four days I need to get home by 6 o’clock. Once home, my wife and children deserve to have me present 100 percent.
If you could choose another profession, what would it be? I could see myself either teaching high school math, undergraduate business or working outdoors preserving nature in a wildlife preserve. •