Home: New York, NY. Age: 55. Birthplace: Washington, D.C. Profession: Wealth management. Organization: Stifel. Title: Managing Director/Investments. Alma mater: Clemson University.
Recent recognition: 2023 Stifel Chairman’s Club. Latest contribution to others: Establishing an endowment at Clemson University. Hobbies: Golf, skiing, water skiing. Recent travel or adventure: Cartagena, Colombia. Last book read: Unlimited Power, by Tony Robbins . Recently viewed and recommended: The Bear (Hulu).
What one word would your closest friend use to describe you? Loyal. What is your greatest joy? Watching my children grow and learn. What is your favorite place (or way) to spend money? Going on vacation. What is at the top of your bucket list? Croatia. How do you relieve stress? Watching football. What is your go-to workout? Running. What ingredient is essential to your perfect vacation? Relaxation.
What three emojis best describe you? ☘️🇺🇸🙂.
What was your favorite college course? Economics. What book have you repeatedly read? The Eagle Has Landed, by Jack Higgins. What movie have you repeatedly watched? The Last of the Mohicans. Besides your parents, who has had the greatest influence on your life? My wife. What’s the best advice you received growing up? Always have perseverance. What’s the best advice you received in your career? Always work harder than the next person. What is your favorite app? Wall Street Journal.
What change would you like to see in the world? Everyone getting along. What message do you want to send out into the world? Love your family and friends. What mega-trend most excites you? Artificial intelligence. What mega-trend most concerns you? Artificial intelligence.
What title would you choose for the movie about your life? A Good Guy. What actor would you choose to play you in the movie about your life? Brad Pitt. As a kid, what did you first want to be when you grew up? A rock star. After your loved ones, what object would you first save from your burning home? My phone. How would you choose to spend tomorrow, if you knew it was your last day on earth? On the beach with family and friends. What advice would you give your younger self? Don’t waste any opportunity that is given to you.
Personal mission: Be a great husband and father. Personal motto: You plan and God laughs. Favorite quote: “Today I will do what others won’t so tomorrow I can do what others can’t” (Jerry Rice).
