Featured entries from our Journal

The Good, The Bad, and The Ugly of Projected Tax Implications

Podcast Episode – Tammira Philippe

Future Equity Returns

Matt Hall Recognized for Thought Leadership

Nell’s Journey to Partner and COO of HIG

Author: Nell Schiffer

Welcome Charles Kafoglis

We are excited to welcome Charles Kafoglis to our team. Charles is an Associate Advisor based in Houston, TX, dedicated to serving Hill Investment Group’s Hillfolio clients across the country. Charles brings decades of client service experience from his days as a management consultant and educator…an ideal fit for our team. Most recently, he has been working with teens and young adults, with a particular focus on young women, to instill financial literacy skills that are sorely lacking across all levels of our education system. Charles puts his family first, appreciates the value of listening, making a difference, and practical problem-solving. Read about his journey to Hill Investment Group and how his work experience will elevate you and your family’s experience with us here.

Meet Chief Investment Officer Matt Zenz

Please join us in welcoming Matt Zenz to the Hill Investment Group team as our new Chief Investment Officer (CIO). Matt, based in New York City, has an MBA from Harvard Business School. He previously managed the US small- and mid-cap strategies for Dimensional Fund Advisors and worked as a product specialist at Stone Ridge Asset Management. We are excited for him to bring his institutional-level investing expertise to our clients. His role includes leading investment strategy, portfolio management, and trading at Hill Investment Group. Matt will chair the Investment Policy Committee, lead and conduct manager due diligence, and relentlessly improve the efficiency of the trading operations at the firm, all to benefit our clients. Zenz will also directly engage with our current and prospective clients through portfolio optimization, analysis, and face-to-face discussions. 

“Hill is committed to an evidence-based, long-term investment approach that I completely agree with,” says Zenz. “Matt Hall has assembled a high quality, driven team across the organization, poised to continuously improve the client experience. That is the type of energetic culture I want to be a part of.”

READ THE STLBJ ANNOUNCEMENT HERE.

I Need a Concierge

What is a concierge? Merriam-Webster defines it as “a person or service that provides assistance with personal business (such as making travel arrangements, scheduling appointments, or running errands).” We’ve all heard of a concierge at a hotel, or perhaps even a concierge doctor – but you’ve probably wondered, is a dedicated concierge reserved for only the ultra-wealthy?

Insert our official Client Concierge – Buddy Reisinger.

For as long as we’ve known Buddy Reisinger, we’ve observed him juggling an eclectic mix of questions from clients, friends, and family. The queries range from “any idea who the best plantar fasciitis doctor is in Saint Louis?” to “I’m heading to Santa Barbara and want to impress my in-laws – where do we get dinner?” to “Which organization will benefit most from my charitable gift?” to “Which airport should I fly into when I go to Cape Cod?”.

It seems evident to us, but we want you to know that we’ve crowned Buddy the official HIG Concierge (his new title). As a world traveler, adventure seeker, family man, and lifelong learner, Buddy always has the answer, and if he doesn’t – he sure as heck knows someone who does!

If you’ve been a client for a while now – chances are you know Buddy. If you’re new to the firm or want to learn more about him, please click here.

We encourage you to reach out to Buddy with your strangest request. He’s up for the challenge.

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Featured entries from our Journal

The Good, The Bad, and The Ugly of Projected Tax Implications

Podcast Episode – Tammira Philippe

Future Equity Returns

Matt Hall Recognized for Thought Leadership

Nell’s Journey to Partner and COO of HIG

Hill Investment Group