It’s not too often we get to introduce a new team member, but this is one of those rare times, and we’re excited. H+D is delighted to welcome Mark Andrews, who joins us as an Associate Portfolio Manager. Mark will be working closely with clients on investments and planning as well as helping with research and investment decision-making.
Mark comes to us from the Federal Reserve Bank of New York, where he worked on the open market desk and was responsible for the analysis and purchase of mortgage-backed securities. His strong macro background and Fed knowledge will be enormously valuable to us. Mark also covered ESG (Environmental, Social, and Governance) issues and sustainable finance for the Federal Reserve system, and he will be helping us in this area as well.
Mark is originally from Portland, Maine, but he’s lived around the world – in Ukraine, Bolivia, Italy, Argentina, and for three years in Equatorial Guinea. His undergraduate degree is from Bates College in Spanish literature and Russian. He also has an MBA from the Tuck School of Business at Dartmouth and a Master’s in international economics and finance from the Johns Hopkins School of Advanced International Studies (SAIS).
One of Mark’s long-time ambitions has been to settle in Vermont, where his wife grew up, and we’re glad he’s finally here. He now lives in Randolph with his wife and two daughters, and you’ll all have the chance to see him in the office.
And the rest of us?
We’re still all here and proud of our continuity. Here’s a quick overview on the rest of us:
The first stop for questions or requests still is Jordan Lafayette, Alma Pilausic, or Sarah Cocina. Jordan has taken a big step up to become Head of Operations, a job that oversees everything from portfolio administration to trading and reporting. Meanwhile, Sarah and Alma remain our experts not only in client service, but also in several other areas. Alma has long been our equity trader and now is moving into bond trading as well. Sarah has been stepping up her interactions with clients seeking advice and planning.
Kristen Rich, who has been with the firm for 26 years, continues to keep things running as HR and Office Manager – and she remains our repository of knowledge on firm history. Henry Preston still is helping us with financial plans and back office functions while energetically pursuing his MBA at the University of Michigan’s Ross School of Business.
On the investment side, in addition to Mark, the firm has five portfolio managers who work closely with clients: Alex Watson, Art Wright, Liz Ford, Sven Eklof, and Julie Won. All five work together to share best practices and deliver consistent recommendations. Many of us wear other hats as well. For example, Alex manages the firm’s technology resources and sits on our Investment Committee. Liz, who earned the CFA charter last year, oversees bond trading and compliance.
Finally, Eric Hanson and Anne Doremus still are very much with the firm, with Eric doing more writing, and Anne diving deep into individual stock research. Both are focused on thinking and idea generation, and you’ll continue to see their thoughts in these pages.
