Joslin Capital Late Summer Musings | |
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Two new hires and one retirement
We recently hired two new teammates – one a seasoned advisor, the other a strong service associate. Here are their short biographical sketches:
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Chris Bentley, Client Advisor: Chris has over 30 years’ worth of financial services experience, on both the portfolio accounting and financial advising side. For the last 10 years, he has focused on financial planning and portfolio management services for high and ultra-high net worth clients. Most recently, he was at TD Ameritrade, where he managed over $1 billion of client relationships and assets by himself. We connected in the early spring of this year, as Chris was looking for an opportunity to work with fewer families and go deeper with them on the wide array of planning and investment issues as they plan for a financially secure future. | |
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Chris is a caring, thoughtful person who thrives on going above and beyond for his clients, which has been the hallmark of our firm since its inception. Chris hails from Boston. He was the last member of his family to relocate to the Seattle area. He holds a BS in Business Administration with a concentration in accounting from Skidmore College. (Interesting fact: Chris’ family was next-door neighbors with Carl Sagan and his family in Ithaca, NY in the late 1970s.) | | |
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David Monsees, Client Services Associate: David comes to us with ~10 years in the Navy. Most recently, he spent two years in the financial services industry for a large brokerage firm which caters to military personnel – while also serving in the Navy Reserves. We were introduced to David a few months ago after he expressed an interest in wanting to work solely in a fee-only, fiduciary capacity with clients, as we here at Joslin do. David has a clear passion for the positive impact that smart financial planning can have in creating financial freedom. | |
He is very organized and efficient (thanks, Navy!) and aspires to be a standout financial advisor. So far, he is on track to meet or even exceed his goals, and ours. David has a BS in Electrical Engineering from North Carolina State University. (Interesting fact: David and his wife both love dogs, having a golden retriever and a retired racing greyhound, who is much slower and lazier than people expect.) | |
Kathy Betz’ accelerated retirement announcement | |
After planning to retire at the end of this year, my friend and colleague Kathy Betz, CFP, last week requested to accelerate her retirement date to the end of this month. Some of you may know that Kathy’s husband Jon was diagnosed with glioblastoma multiforme (brain cancer) in September of last year. He had been doing relatively well since the diagnosis. However, he took a turn for the worse just last week. As a result, Kathy has expressed the need to retire as soon as possible, to help Jon. We are very sorry to see her leave, but of course support her decision 110%. We want Kathy and Jon to be able to have as much quality time together as possible. | |
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Recent hires Chris Bentley and David Monsees (who were hired as part of Kathy’s transition strategy), along with our Director of Client Services Charissa Portillo, Client Service Associate Sydney Brace, and I will ensure that Kathy’s large shoes are more than adequately filled, and that we don’t skip a beat.
Kathy is sad to be leaving so many wonderful client relationships. Many of you have been and will always be like family to all of us. If you’d like to keep in touch with her, she will be happy to share her personal email with you. Just let us know.
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Advisory services offered by Joslin Capital Advisors, LLC, an SEC Registered Investment Advisor.
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