Whatmotivatesyoutodothisworkeveryday?
I may work with numbers all day, but for me, it’s the people. It’s an absolute privilege to work alongside extraordinary families and colleagues in order to align wealth with what matters most.
What’salessonyou’velearnedthatstillguides youtoday?
Maya Angelou said, “people will forget what you said … but people will never forget how you made them feel,” and that idea shapes how I approach every client interaction. It’s what drives my focus on making market news and performance approachable for clients across all levels of investment experience.
WhatmakesBallentinePartnersdifferent inyourview?
It may sound cliché, but Ballentine Partners’ culture truly sets us apart. Our commitment to putting clients first, advising as true fiduciaries, and genuinely enjoying both our work and our colleagues is something clients can clearly feel.
The world reminds us daily how uncertain it can be – especially in financial markets. The tools I rely on are a sound strategic foundation, aligned with client goals, and patience, recognizing that uncertainty is the price of admission in participating in markets.
Ifyouweren’tinthisprofession, whatwouldyoubedoing?
If I weren’t in this profession, I would likely be holding a stopwatch, coaching young people to compete in and enjoy running. I’ve had the gift of amazing coaches in my life and I would love to pay that forward someday.
Whatdoes“doingmeaningfulwork”meantoyou?
Meaningful work, to me, is about helping others – supporting our clients in achieving their goals, helping colleagues succeed, contributing to the firm’s growth and opportunities and, especially, leaving a positive impact on the people and communities I encounter.
