What I do here: I am responsible for generating and executing trades and providing support to the investment team. Why I love my job: I love to navigate the world of investing with a highly motivated and qualified team. I am most fulfilled when my actions improve the lives of others in a meaningful way. … Read More
My role is to oversee the investment process while working closely with both our internal investment team and external investment committee.
I imagine how we can become more useful to the financial advisors and clients we work for and encourage my teammates to do the same. Then I guide the process of turning those ideas into reality.
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In a land of giants, advisors give fast-growing First Ascent the top spot—again!
