An email precursor

I found an old email recently that I found very interesting and somewhat telling. This is from me to my dad in early 2011, about 18 months before I started this firm. In it I was very clearly torn about the direction of my career, my industry and how I would go about doing this for the rest of my life. I was 27 years old, and my oldest daughter was due in about 8 weeks.


Looking back, the best part is that I was able to solve these two pressing issues in my mind – the push for active strategies in an attempt to beat the market, and the madness of asset based fees for high net worth investors. I’m incredibly grateful for the support of so many (not the least my clients, family and friends) in making this firm happen, and couldn’t be more pleased with how things sit some five years after this original email.

Here’s to the next five.

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