What do you do off the clock?

Rowing, road and mountain biking, hiking and skiing with friends and family

What got you into finance?

For as long as I can remember I have taken a strong interest in, and sought to practice, prudent financial behavior, both from the standpoint of capital growth and capital preservation. I am only too pleased to have the opportunity to help others in this regard.

What's a great day of work like?

Making tangible progress on addressing a client’s problem or need is always incredibly satisfying.