Biography
As a licensed fiduciary, Ethan enjoys working, primarily behind the scenes, to ensure clients’ assets are invested prudently and that they are well-positioned to realize their financial goals. This includes daily monitoring of the financial markets and economy and constructing portfolios that are highly diversified and tax efficient. Ethan provides monthly market commentary to clients, along with an in-depth quarterly look at key market influencers and any broad changes in our investment allocations. He also assists in meeting with clients to discuss investment strategy and to build comprehensive financial plans. Outside of work, Ethan loves spending time with his wife, Julia, his large family, and his friends. He enjoys playing and watching hockey, is attempting to learn German, and enjoys listening to classical music.
Designations
- ChFC® - Chartered Financial Consultant
Focused Areas
- Investment Management and Analysis
- Portfolio Construction
- Markets and the Economy
- Risk Management
- Comprehensive Financial Planning
