H.M. Payson since 1995
Tucker Anthony & R. L. Day
Maine CFA Society (president, 1999-2000)
Colby College, B.A. 1981
Greater Portland Landmarks trustee
Cancer Community Center trustee
MSAD 51 Facilities Planning Committees
Cumberland/North Yarmouth youth sports (coaching, boosters)
Over the last ten years I’ve poured countless hours into achieving mediocrity as a golfer, and enjoy the challenge and camaraderie. Tennis, fishing, guitar and a good book (especially historical fiction) are among other interests. With three grown children, my wife and look forward to more travel!
I seem to have a knack for distilling complex investment and market information into digestible terms that clients can relate to. It’s a challenge I enjoy, and they seem to appreciate it.
My best day at work is when a client takes the time to thank me (or the firm) for our services. Perfection is elusive in this business, and results – in the short run – don’t always meet our expectations. When a client says “thank you for what you have done for our family”, that means a lot.