I came to Beck Bode after working for a small regional financial advisory firm in Rhode Island. There I learned everything about operating in a growing firm and becoming a financial advisor.
As the Director of Portfolio Operations and Analysis at Beck Bode, I continue to build out my skill set. I am responsible for directing stock research, performance reporting, data analytics, software implementation, and trading operations.
I was drawn to Beck Bode for a number of reasons. First, I admire the firm’s investment philosophy, and the way it goes about its business. It simply makes sense to me. Next, I love the family-friendly aspect of the firm. Though I don’t have a family of my own yet, I am one of seven children (each spaced two years apart!). I truly appreciate the warm feel of the firm. Lots of companies claim to be family friendly, but Beck Bode really is. Lastly, I came to Beck Bode through a referral from a former colleague. Nothing beats a solid recommendation from someone who has experienced an employer firsthand.
If I needed any further proof, the simple fact that my role exists to be one of the back bones of the firm –goes to show the kind of commitment the firm makes to its advisors, and to its clients. It’s energizing to see a firm actively empower their advisors by building out an operations and research team, so that everyone can benefit as a result.
Outside of work, I enjoy time with family, trying out new restaurants, and creative endeavors like woodblock prints and oil painting.
Credentials and Other Trivia
- B.A. in Finance, Providence College (2016)
- M.B.A., Providence College (2017)
- I was on the swim team at Providence College