How and why did you get into this business?
I was in college studying management during the 2008 Financial Crisis. I become fascinated with the capital markets and their interconnectedness; as a result, I immediately changed my major to finance. I was fortunate to land a job in the finance industry right out of college and gained a very wide-angle view of investing.
How does the work you do make a difference?
I try to arm our relationship managers with the best possible information so they can offer clients meaningful insights into our strategies and managers.
What are the big issues that Balentine and companies like it need to solve to truly benefit the parties they serve?
Ensuring the fee that clients pay is well deserved. It is a passion of mine to lower the fee drag from the investors to the capital markets. Businesses like ours need to ensure that we add value over and above our fee.
What was your hardest lesson learned and how did you learn it?
Do not take on more than you can handle. While it still gets reinforced from time to time, I first learned it right out of school, when I thought I could balance much more than I should have.
Where is the most exotic place you have ever been?
I lived in Hawaii for three years during my time with the U.S. Navy, and now everywhere else pales in comparison.