CLIENT ADVISORY BOARD

In a world full of noise, Kyle prides himself on his ability to separate the important from the peripheral. Though Kyle has worked in investments for 18 years – all of which have been spent with Bartlett Wealth Management – his passion for finance developed as an inquisitive teen in his hometown of Cincinnati. “My father opened a Roth IRA for me on my 16th birthday with a $1,000 deposit. The only rule was that I had to research my own investments. I was hooked.”

What started as an opportunity morphed into a lifelong career. While he recharges by working on his farm, it’s clear that his passion for wealth management has deep roots.

As Chief Operating Officer and Partner at Cerity, Kevin Hilden finds himself at the intersection of operations, technology and human capital. It’s no wonder that he recognizes the importance of his teams for pushing the envelope.

“People often look at technology to be the source of inspiration for innovation, but when your people, your processes and your systems are working in harmony, you have the opportunity to transform not only how you do something but also what needs to get done.” Considered a trusted problem solver at the office, he also recharges by solving puzzles at home with his family.

Ed was just nine years old when his mom taught him how to trade stocks, which sparked his passion for both investing and mentoring. Since then, he’s earned two business degrees and helped to co-found Dynasty Financial Partners, where he is the Chief Operating Officer.

“Innovation is all about finding better solutions to familiar problems. Wealth is evolving in a way that I don’t think it has for decades. I find that really exciting to be part of, and I’m excited to play a small role in where this industry is going.” Ed is an avid reader who enjoys unplugging from technology to learn something new or spend time with his family and friends.

After 25 years in institutional investing, John was inspired to co-found Flatrock Wealth Partners for one purpose: the clients. “We get to partner with incredibly gifted families, matching their wealth with their priorities and passions.”

John believes innovation is a process of continual discovery in order to make change happen, all with a goal of simplifying complexity and aligning objectives. When he’s not helping client families pursue their passions, he likes to spend time with his — heading up to the mountains or occasionally going deep sea fishing.

Whether you consider Rob’s 31-years in wealth management or the fact that he splits his time between winters in Palm Beach and summers in New Jersey, it’s clear he’s a master of strategic direction.

As Chief Investment Officer at Geller Advisors, Rob leverages his expertise to help coordinate and optimize his clients’ financial lives and philanthropic efforts. Despite this pragmatic mindset, it’s no surprise that Rob sees innovation as finding new ways to think about everyday needs. “I draw inspiration from people that are at the top of their game. This can be business people, artists, athletes. People that have a passion for doing their best and showing us things we never thought possible.”

It's no wonder Dean has a knack for spotting patterns that other people typically miss. Though he now calls the Bay area home, Dean was born to South African parents and has lived in Toronto, Orlando and Cincinnati.

This diverse geographic upbringing fostered his approach to problem-solving with an open mind and his understanding that change is key to successful innovation. "To me, innovation means breaking the norm and accepting that only change will make you stronger." When the self-proclaimed “data junkie” isn’t crunching numbers, Dean can be found in nature, camping with his family or listening to audiobooks on long walks.

Jennie unfortunately lost her father at a young age, leaving her mother to manage all of the family’s affairs, including their finances - something she’d never done before. Their financial advisor became an integral part of the family’s future planning, leaving an impression on Jennie that steered her into a career in wealth management.

As a partner at KORE Private Wealth, she is always looking for innovative ways to build client relationships and grow the business. “To me, innovation is the opposite of complacency. You always need to anticipate what’s coming your way, and have a plan to adapt.” Motivated by connecting people and opportunities, she is most proud of the work she does to empower her female clients in their financial lives.

After 13 years in wealth management, Matt still loves his job. His driving motivator is knowing that his business has a direct impact on his client’s bigger goals – from their individual aspirations, to long-term family plans or non-profit and charitable endeavors. At Lowe Brockenbrough & Company, Matt leads investment operations, overseeing the firm’s reporting, accounting, legal and regulatory requirements.

With so many moving parts, he is always looking for creative ways to help the firm progress. “Innovation is iterating on and ultimately converting an idea into a viable, scalable solution to improve the client experiences or operational efficiency.”

After realizing that a career in professional golf was not in the cards, Duff instead tapped his passion for investing and began his career in wealth management. From there, he worked in several finance roles but ultimately returned to wealth management because of his passion for entrepreneurship and excitement for the growth potential of the industry. Inspired by his partners and colleagues, Duff is always looking for new ways to grow the Summit Trail Advisors business through innovation.

“I define innovation as an improvement that results in a better product, experience or the saving of resources.  One key result of effective innovation is the scale that it adds to the business.”

Inspired by his community and surroundings, Michael is proud to call Boston his home. “I love living in a city where we are surrounded by so much diversity, education, and business activity. I am inspired by people doing or producing something remarkable.

“As Chief Technology Officer for Winthrop Wealth, he aims to employ data and business automation to elevate customer experiences and gain a competitive advantage. By eliminating barriers to access and understanding data, he empowers his team to build and maintain long-term client relationships. When Michael is AFK (away from the keyboard), he can be found volunteering to develop the next generation of financial leaders and conserve the outdoors.