Financial Services Executive & Business Strategist | Early-Stage Investor & Advisor | Husband & Father of three boysThe hallmark of building a commercially-successful business is to be ever clear on its mission, targeted with the goal and expectations from financial investment, and focused on resource utilization to leverage operating efficiencies that both improve the client experience and result in economies of scale. Business leaders should always acknowledge breaks of good fortune, but shouldn’t expect them; be respectful to agents of change and circumstances beyond their control.Always keep good company. Work to build, trust, and rely on your team. Highly-functioning teams: remain focused on and continually deliver superior results for their clients; are cohesive; commercially aggressive; and, acutely self-aware of their own strengths and weaknesses. After a decade building the Firm in private partnership, Strategas was acquired by Baird Financial Group in 2018. In addition to continuing as president of Strategas Securities and chief executive of Strategas Asset Management, now operating independently as wholly-owned Baird subsidiary companies, I am a Managing Director of Baird and a member of the Firm’s Operating Committee and the Private Wealth Management division’s Investment Policy Committee.For important disclosures please visit our websites:strategasrp.comstrategasasset.comstrategasetfs.com
Listed skills include Capital Markets, Equities, Venture Capital, Asset Management, and 9 others.