Details Are Part of Our Difference
David Booth on How to Choose an Advisor
20 Years. 20 Lessons. Still Taking the Long View.
Making the Short List: Citywire Highlights Our Research-Driven Approach
The Tax Law Changed. Our Approach Hasn’t.
Author: Katie Ackerman
Welcome, Nell Swanson!

As meticulous as we are with our financial advice, we tend to be even more deliberate when adding new members to our Hill Investment Group team. Fortunately, welcoming Nell Swanson as our Chief Operating Officer (COO) was one of our easiest hiring decisions ever.
You might not immediately conclude a natural fit, given her intriguing credentials as a petroleum engineer and, most recently, an operations specialist for an oil & gas private equity firm. But here’s where it gets interesting.
Nell found us after determining that something was missing from her otherwise stellar career. She was content enough and successful enough, but she wasn’t personally connected to it or inspired by it.
So, as any good evidence-based advocate would do, she took a good, hard look around. A voracious reader with a passion for behavioral finance, it was only a matter of time before she ran across Matt Hall’s Odds On. She devoured it at once, and knew she’d found the inspiration she’d been looking for. Reaching out to Matt for career advice, the conversation quickly turned into a job interview. The rest is happy history.
“Nell blew each of us away as we met her,” says Matt. “She has so much energy and initiative, and such a rare combination of technical ability and interpersonal understanding. We soon knew we’d found the right person to be our first COO.”
You’ll find Nell based in our Houston office, where she already is making her mark by exploring new business, operational, human capital, compliance, financial and overall organizational opportunities for us. Most of all, Nell will be instrumental in helping us sustain close personal relationships with our clients even as we grow. This is mission-critical and at least as important as any numbers involved.
In her spare time, Nell is planning a fall wedding to her fiancé and pre-school classmate Walter. She enjoys working out with Walter, putting together puzzles, reading, traveling with friends and family, volunteering in her community, and drinking copious cups of coffee … cold-pressed, lightly creamed.
When she told her family about her career change, she admitted she was nervous. “They’ve always been so supportive of my past plans, I was afraid I might disappoint them by shifting gears so dramatically.” Quite the opposite, her parents felt as she did (and we do) that she should pursue wherever her passions take her. We’re so glad they’ve led her to our HIG family. Welcome, Nell!
We Have a Gift for You!
This year, we’ve decided to extend our holiday gratitude into 2017 with a special gift to you. Simply respond to this post by clicking here anytime between now and January 31, 2017. Include the shipping address for sending a print version or the email to send you the audio book, and we’ll promptly deliver a complimentary copy of Matt Hall’s Odds On, to read, listen to, or give as a gift.
*Thanks for all your support of Odds On this year! The book has reached so many people and changed the way they think about investing.
Photo of the Month: Here’s Why

Matt Hall recently shared this picture (taken by his wife Lisa) on various social media forums, including linkedin and instagram. The response was so positive that we decided to share it in the newsletter. Here’s Matt, showing his daughter Harper how cool it is to be in a business that can do well by doing good.