The Right Skill Set

What sort of skills do you need to work on our team of researchers, asset managers and financial planners? We look for people who are not only smart and talented, but also have diverse abilities and interests.

With so many large firms laying off so many talented people, there is a huge talent pool out there. You need to be able to stand out from the crowd.

Our entire staff all have something a little special (read “odd”) about them — something different that allows them to think outside the box. They all have various interests, backgrounds, abilities that give them a better worldview. There are disadvantages to becoming too specialized.

For example, this is what Caitlyn, my administrative assistant, does on the weekends:





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