“In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”
– Theodore Roosevelt
I’d rather be lucky than smart. But we also make our own luck. My career began as a healthcare consultant for an accounting firm. Firm culture and lifestyle led me to switch directions. I joined this little firm called Vanguard as a muni healthcare/high yield analyst. Wanting to prove my investment talent, I killed myself trying to uncover hidden market opportunities. I was fortunate to work for investment leaders at Vanguard and Thornburg who listened to my ideas and encouraged me to pursue them. Listening—to anyone I can learn from—makes me a better portfolio manager. I learn from the unique perspectives of my adult children, and from our investors. Former colleagues have cringed hearing me encourage clients to call me. But I don’t just manage client money. I manage their trust. It’s a commitment we bring to our clients at City Different Investments.
BS, Accounting, Villanova University