Details Are Part of Our Difference
Podcast Episode – Meir Statman
With the Recent Events in Ukraine, Should I Make Changes to My Portfolio?
Embracing the Evidence at Anheuser-Busch – Mid 1980s
529 Best Practices
Tag: New Hire
Our Newest Team Member: Anna Farrell
Who is that new voice answering the phone at HIG in less than two rings? It’s Anna Farrell, our latest addition to the team. In Anna’s role as Executive Assistant, she is expertly juggling a myriad of tasks, from managing schedules to ordering supplies to welcoming office visitors. Anna allows our team to focus on what they do best: taking care of our clients.
We asked Anna to share a little bit about herself. You’ll understand immediately why we are so excited to have her on the Hill Investment Group team!
My husband Graham and I were married in November 2016. We have since added two children to our family, Catherine and Conor. Our dog, Porter, has finally come around to these small humans after learning they always leave behind a trail of food. We live in the Shaw neighborhood in St. Louis where you can find us at one of our favorite neighborhood establishments, walking in Tower Grove Park, or hanging out in our backyard with friends and neighbors.
Prior to working at HIG, I gained my customer service and hospitality experience working in the Travel Industry. I had the privilege of traveling the world in my twenties when I was a Travel Director at Maritz where I managed onsite logistics for incentive travel programs. My love of travel inspired me to start my own business as a Travel Advisor for Smartflyer where I planned and coordinated the endless details of my clients’ trips. However, two kids and one pandemic later, I am thoroughly enjoying working outside of the travel industry and instead planning my own trips with my husband and kids. The answer to your question is: Japan, France, and Croatia. Those are my top three favorite places I’ve been to.
FRIENDS DESCRIBE ME AS:
Funny, an over-thinker (think Larry David but without the drama), determined, and always equipped with a good story.
I aspire to be someone who can relax on the weekend, but for now, a good mix of crossing things off of my to-do list and spending time with my family and friends works best for me. We love to frequent the Tower Grove Farmers’ Market, tackle house projects (I’m the visionary, and Graham is the contractor and pro bono laborer), head out for cocktails and a good dinner, or just hang at home and place bets on how many times we will have to put our kids back to bed. As our children mature and work is a little less stressful (thanks to HIG), we hope to start adding family getaways to the docket, but for now, life at home feels really good.
My parents. My dad was the first person in his family to go to college and then went on to put himself through dental school, working the 5 am shifts cleaning up movie theaters. He has worked tirelessly to create a purposeful and rich life for his family, balancing hard work while simultaneously coaching all of our sports teams, maintaining a perfect lawn, and restoring cars. It does not go unnoticed that he was able to do all of this with the support of my mom, who stayed home with us. She also coached our sports teams, ran the school yearbook, took us on amazing trips, and secretly taught me how to drive a stick-shift. While raising our family, my mom also managed the finances for my dad’s dental practice and, to this day, is one of the techiest people I know. It has been a pure joy to see my parents transition into their new roles as beloved ‘Mimi and Papa’ to our kids.
LIFE AT HIG:
I bring a unique perspective to HIG since I am a lifelong client and friend of the firm. I have first-hand experience being on the receiving end of the high level of customer service and attention to detail that is central to the firm’s core values. As a dedicated Monthly Journal reader, when I saw Katie’s position become available, I knew it would be a good fit since I had known everyone for years and I had a good sense of the team’s comradery and their thoughtful approach to serving their clients. I feel like I have finally found my people – detail-oriented, genuinely nice, family-focused, and just all-around fun.
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.”
Announcement – New Team Members
Please join us in welcoming Matt Luzecky as Client Service Associate.
A client once told us that finding people is like finding art. Only acquire art if you would knock down a wall to get it in the house. Said differently, look only for great art. We’re happy to report that Matt meets this high standard, as he is kind, hard-working, curious, and dedicated to our mission at Hill Investment Group.
Matt comes to us after working at the Federal Reserve Bank of St. Louis. He uses his client service and operations experience to create a smooth service journey for clients, allowing them to filter out the everyday noise and focus on high-value activities. Learn more about Matt here.