Managing Director, Information and Security Systems
I’d describe our personality as focused. On the stocks we’re buying, the research we do, and the way we serve our clients.
Looking out a decade, I see the mutual funds taking the majority of the assets. And, I see us becoming more mobile enabled in our technology. I want us to be able to pull information up — on demand—in any corner of the country. We can be sitting with a client anywhere, anytime. “What would you like to know? Here was our attribution last quarter. These are our top stocks. How would you like to break that down?’ All done securely.
This is the second time in my career here that I’m the IT guy. Early on, there wasn’t the same level of security needed. When I started, we had a dial-up email account. There was no such thing as the internet. There’s a lot to learn. I work closely with our network administrator, and I’m reading a lot about those things that keep CIOs up at night. Phishing, encryption, password best practices, third-party due diligence, those sorts of things.
When there’s research to be done for new software, that’s me. I help people make the move over to the new systems. We’re in the midst of moving to new software, replacing something that’s been here for 30 yrs. It’s going to be all hands on deck, and it will be hard for several months. I led the decision; we didn’t want to maintain servers here, so we’re going with a cloud-based system.
“I’d describe us as focused. On the stocks we’re buying, the research we do, and the way we serve our clients.”
I think it’s too rote to say that the mission here is to garner wealth for our clients, but that is why we are here. We’re very client focused—sometimes even to our own detriment. We want our clients doing well and able to sleep at night.
My dad’s advice was to invest. He noticed in the Seattle Times that Nancy Zevenbergen was frequently mentioned in stock picker contests. That led me to answer an ad to work here back in 1995. My dad was also known to say more than once, ‘dollar cost averaging.’ To which I said, ‘yeah dad, whatever.’
When I’m not working I like to spend time with my family. My daughter started her junior year in college yesterday, and my son starts next month.
I think my particular skill is that I’m a jack of all trades. I’m a good soldier—good at a lot of things. I have a lot of variety in the work I do here, and I like it that way. We’re a family here—I’m working with my brothers and sisters.