Dani Blanchard, CFA
I support the portfolio management team with original research and trading. As well, I assist our client service and operations teams with client requests, marketing, and social media management.
Helping write the quarterly client newsletter is a highlight. We look at our top and bottom performing companies and summarize why these stocks went up or down. We want to create relatable and digestible content for the everyday investor, those people who may not look at the numbers every day or maybe aren’t from Wall Street.
That this is a woman-owned firm matters to me. I see powerful, brilliant women working together. There’s not just one woman at the top. Everyone here is an advocate for each other.
I always consider my Dad’s favorite piece of advice, “Be safe, be smart, have fun.” In other words, have a plan, but if it deviates, find new ways to navigate.
“Part of our mission, besides building wealth for our clients, is to get people comfortable with big ideas. “