How I arrived at RWM
Working to support Vanguard’s relationships with RIAs in New York gave me a front-row seat to watch Barry, Josh, Kris, and Mike build RWM from scratch. The way they live and breathe providing clients with the best possible outcomes paired with content that guides investors through whatever the markets throw at us; it was no surprise that RWM would experience such rapid growth. What was a surprise was that the founders would consider me to help manage the growth.”
Favorite part of the job
“Without question, my favorite part of the job is seeing how our work helps clients. I love how RWM has investing and planning solutions for all investors. Every client has hopes, dreams, goals, and aspirations. There are few things more rewarding than helping clients achieve life goals through investing and planning.”
When I’m Not Working
“In the winter months, my favorite thing to do is ski with my wife and three kids. In warmer weather, I take advantage of any opportunity to get get out on the water. I love kayaking, stand-up paddleboarding, and sailing. For the last two summers, I’ve been busy organizing Connecticut’s largest paddleboard race which I started with the Fairfield Rotary Club. I also love turning wrenches and swinging hammers with frequent home improvement projects and tinkering with old cars.”
