My favorite song to dance to is… Rasputin by boney M

Beach or mountains? Mountains! Winter time I can ski, and summertime I can hike! 

City life or countryside? Can I have both? Country cottage with a city apartment?

The one thing I think about when I hear the word “success”…To me success is defined by our clients. How do they feel about us? Are they proud to talk to their friends about our team? If so, that is success to me!

A new hobby that I developed in the past 5 years… Triathlon

My go-to cocktail is… Discarded Banana Peel Old Fashioned

When I’m not working you’ll find me… Sailing, skiing, golfing, or reading.

 

 

Right now I’m reading… Investment research! 

My investment philosophy is… looking for businesses with a defendable and sustainable competitive advantage, and purchasing them at reasonable prices. I ask myself the following question: If I owned the entire business, and I couldn’t sell it for 5+ years, would I be comfortable purchasing it at the price currently offered on the stock market? This formula sounds simple, but in reality, it’s difficult to find these businesses. It’s our job, to turn over every rock and uncover these long-term opportunities for our clients. 

My current workout routine / my favorite sport:

-    I am training for a triathlon, so I am rotating running, swimming and cycling.
-    In the wintertime I can be found skiing
-    And in the summer, I am golfing as much as I can!

The one thing that keeps me passionate about my job is… helping clients achieve their financial dreams. Looking beyond just “financial goals”, I love seeing our team’s hard work and dedication contribute to our client’s realizing their most aspirational dreams!