Author: Anna Farrell
Congratulations are in order for our lead advisor in Nashville! Julia Humphrey (husband Joe) welcomed their son and littlest Titans fan, William James, on Sunday, September 17th at 11:16 pm, weighing 7lbs 3oz. Everyone is happy, healthy, and ready for kick-off.
Julia will enjoy the next month with little William and gradually phase her work life back to full-time in the fourth quarter of 2023.
If you’re a Nashville client, please don’t hesitate to get in touch if you need anything at all. Our entire team is here to serve you.
We’ve added an incredible new team member, and you may recognize his last name. Michael Kafoglis joins our Client Service team as an advisor and CFP based out of our Houston Office. Michael will work closely with John Reagan, servicing our Hill and Hilltop clients. Michael comes to Hill Investment Group with seven years of experience at one of the largest investment institutions in the country, where he served as an advisor to high-net-worth families.
As the son of a consultant turned teacher turned financial planner, he has a unique view of investing. Although he was taught concepts of compounding, diversification, and patience at a young age, when he became an advisor, he discovered his financial education was not the norm but the exception. Michael has made it his goal to educate clients and simplify their financial lives so they can focus on what they care about. Needless to say, he will fit right in at Hill Investment Group.
If his name sounds familiar, Michael is following in the footsteps of his dad, Charles Kafoglis, as he joins our team out of Houston. We are referring to them as the Kafogli and are already enjoying the camaraderie and banter they bring to the team. Stay tuned, as his complete bio will hit our site later next month.
Hill has a long history of successful interns. For example, one of our former summer stars now runs a company valued at over three billion dollars. Fun fact, Hill is a client of the company our former intern created (a web-based people management tool)!
This summer, we have the privilege of working with not one but three impressive interns. They assist the team in various capacities, and we are so happy to have them support us. Please read below to learn about each one and their focus for the summer.
*from left to right*
I am a rising junior at WashU studying Economics & Strategy, and Finance, with a minor in Biology. I like to run and recently ran a half marathon. I enjoy listening to new music, especially electronic music, and going to concerts.
During the summer, I’m working on analyzing our minimum fee policy, preparing for our risk assessment, and updating compliance records.
I’m currently studying Business Administration with an emphasis in Finance at Mizzou. I’m excited to put my studies to practice this summer at HIG. Other than Finance, my hobbies include most outdoor activities. However, one of my more meaningful interests is participating in the annual collection drives for Friends of Kids with Cancer, where I am a member of their young professionals’ program.
This summer, I’m focusing on supporting the Client Service team by assisting with meeting prep, reporting, and helping the team research better tools to support our clients.
I’m a rising senior at the Kelley School of Business at Indiana University. This past year, I had the unique opportunity to participate in an I-CORE Case Competition, which is a semester-long class divided into four sections: Marketing, Operations, Leadership, and Finance. I am very grateful for this experience, as it prepared me for my internship with HIG.
This summer, I’m working on evaluating reporting software, creating post-meeting summary reports, and supporting the Business Development and Marketing team with data cleanup and research.