Meet Kenny Brown. He’s a zealous portfolio manager who moved to Oklahoma City earlier this year to join the Heritage Trust team. Brown previously worked for GuideStone Financial Resources in Dallas, Texas, as an investment analyst.
When asked about words he lives by, Brown shared a quote from Theodore Roosevelt, “Nobody cares how much you know, until they know how much you care.”
“I love working with the staff at Heritage,” said Brown. “I feel like we share a similar philosophy on work ethic and client service. The employees are so genuine and really try to understand the clients’ point of view when dealing with situations that arise.”
While Brown may be an avid fan of chocolate chip cookie dough ice cream, he balances his sweet tooth with cycling classes and long distance running. In fact, Brown is training for his first marathon which he will run in Tulsa on Nov. 24.
Now that he has settled into a routine in his new role, Brown shares with you a typical day in the life of a portfolio manager at Heritage Trust. Obviously, client needs and sensitive issues take priority each day.
5:35 a.m. – Rise and shine! Time for my 5 mile jog.
6:45 a.m. – After completing the jog, turn on CNBC for any breaking news overnight.
7:00 a.m. – Fire up the Keurig for a cup of joe and read the Financial Times on the Kindle.
8:00 a.m. – Arrive at the office and turn on Bloomberg. Review performance of invested stocks and mutual funds along with reviewing macro-economic news that would directly affect our portfolios.
9:00 a.m. – Check emails for directions from relationship managers and/or clients to ensure if any action is required within portfolios.
9:30 a.m. – Begin reviewing accounts and trading to raise cash for clients’ needs or rebalance portfolio to its corresponding investment objective.
10:30 a.m. – Meet with mutual fund company representative to review the mutual fund’s performance we use and discuss new mutual fund launches.
11:30 a.m. – Back to reviewing and rebalancing portfolios making trades before our mid-afternoon cut off.
12:30 p.m. – Lunch at City Bites while I catch up on a great article regarding bonds that I received today.
1:30 p.m. – Review portfolio recommendations previously prepared for upcoming client meeting then head out to meet client.
3:00 p.m. – Back at the office. Meeting with client went really well. I love getting the opportunity to talk with clients and understand their goals and concerns.
3:30 p.m. – Brownies and ice cream for the November staff birthday celebration. It’s hard to sing happy birthday to Brian, Brian, Mandi and David. What a mouthful!
4:00 p.m. – Review portfolios and email relationship managers and/or clients on recommendations to their portfolios.
4:30 p.m. – Start researching a stock idea I came across. I log on to Bloomberg and run it through our discounted cash flow analysis model. It looks overvalued. Needs more research.
5:00 p.m. – Finalize research and notes for tomorrow’s stock selection committee meeting.
6:30 p.m. – Meet my wife for a quick dinner while she’s on break. Her residency keeps her busy, so I savor the little moments we have together.
8:00 p.m. – Finally home. I should probably start a load of laundry. My wife would appreciate that!
8:30 p.m. – Time to kick back and catch up on last week’s Big Bang Theory.
9:30 p.m. – Received an email with a request to raise cash for a client. Added that to my to-do list for tomorrow.
10:00 p.m. – Lights out so I can do this all again tomorrow!
“Kenny has been such a great addition to our team,” said Matt McGuire, director of investments. “He brings enthusiasm and heart to the table. I hope our clients enjoy working with him as much as I do.”