Charlie McConnell

Charlie McConnell

Financial Advisor 

Before working in finance, I played baseball professionally. It’s something I had wanted to do ever since I started practice at age three. With hard work, dedication, and patience, my dream came true. I had a plan, I set my mind to it, I stuck to what it took, and I was drafted my junior year of college. It felt great to accomplish my goal.

I’m excited to work on my next goal, which is to bring the Beck Bode investment strategy to benefit as many people as possible. Starting with baseball players and other athletes, but certainly to anyone who is curious to hear about a method that is both radically different yet incredibly simple.

When I first read about the Strategy, it made logical sense to me, but I felt like I wanted to test it for myself. Which I did, and I fell in love with it. In baseball, we like to talk about “the grind” – meaning the hard work and discipline required to get to where you want to be. The best part of the Strategy is that there is a defined process in place, a fully transparent plan to follow. It takes the guesswork out of investing. And just like in baseball, the hard work is sticking to the plan over time. You’ve got to show up to practice, you’ve got to appreciate the grind.

A unique aspect of professional athletics is that some people tend to make a lot of money in a short period of time. Preserving that wealth before it flows out of ones’ fingers is really important. Regardless of whether someone makes a lot of money at once, or if they do it over time, learning how to manage it makes a huge difference in their quality of life. The opportunity to help people make the most of their lives gives me a good feeling. I’m particularly grateful to be almost fluent in Spanish, which will be really helpful in expanding my reach.

Now that I’m no longer playing baseball, I have time to learn some new things. I’m an aspiring scratch golfer, steadily chipping away at my handicap. I’m also trying to teach myself French. Learning a new language fascinates me. The better we can understand each other, the more we can see where the other person comes from, empathize with their experience and see life through another perspective.

 

Credentials and Other Trivia

  • Northeastern University, B.A. in Finance, with a minor in Spanish (2020)
  • I played baseball for the Seattle Mariners for two years