Buddy concentrates on business development, advanced and charitable planning, and special events for Hill Investment Group. He splits his time between evaluating potential new families for the firm and coordinating high-level services for our clients.
A Princeton University graduate in economics who earned an MBA from The Anderson Graduate School of Management at UCLA, Buddy joined Hill Investment Group in 2009. Before joining Hill, Buddy spent more than a decade at Anheuser-Busch, holding positions in brand management, strategic planning, wholesale operations, and sales before transitioning to the world of finance as the founder of a wealth coaching group and an estate planning firm called The Legacy Specialists; partner of a Wealth Management Team at Merrill Lynch; and Vice President of Sales for Guggenheim Partners, a global investment firm serving wealthy families.
Buddy is passionate about giving back to the community and has taken a leadership role in St. Louis and beyond, serving on numerous boards of trustees and committees for organizations across the health, education, and arts sectors, including Princeton University, Mary Institute & St. Louis Country Day School, The Nature Conservancy, The St. Louis Art Museum, COCA, The St. Louis Zoo, and three local children’s hospitals: Ranken Jordan, Cardinal Glennon, and St. Louis Children’s Hospital. His volunteer work strengthens Buddy’s local community roots while making him a more valuable advisor for Hill Investment Group client families, many of whom wish to safely and smartly incorporate philanthropy into their financial legacy
Being appointed Co-Executor and Co-Trustee of my father’s estate at age 27. Trial by fire. Kryptonite or rocket fuel? It was a choice. And one I don’t wish on anyone—which is why I do what I do. Most of the “bad stuff” of investing and finance is avoidable with the right help and planning.
Having witnessed presentations from—and been a client of—some of the most respected investment experts in the country, I can say that they all have one thing in common: their model is sadly backward and broken. The focus of Wall Street is on Wall Street and its countless products and complexity that benefit the firms first rather than their clients. In contrast, our focus at Hill Investment Group is on serving our clients first while implementing an investment strategy and plan that exhibits clarity, simplicity, and transparency.
My wife Jeana and I have three amazing (aren’t yours?) children: Lily, Bear, and Lizzy who are all taking the long view themselves.
Experience has taught me that a strong family connection is both fun and rewarding and provides the best foundation for helping others achieve the same thing. If I’m not happy, how can I be expected to help make our clients happy? One of the best ways to do that is through family vacations…in the photo above, our kids remind me every day to embrace the opportunity ahead by jumping into life…you may get a little wet, but it’s worth it!
My mom is the creator of the popular Vivienne Romano Cheese Dressing, which is offered throughout the country and online at http://www.vivienne.com/
When confronted with a Sub-Optimal response to a Service request: “Wrong answer!”
To friends and prospects: “I’m available 24/7! Call me.”
When reaching out to clients, family, and friends: “I’m just checking in!”
Birthday calls to clients and friends.
Yes. There’s his natural connection to fun, beer, and having worked at Anheuser-Busch. A lesser-known fact is more telling: When the original Bud Man was launched in the 1970s, the Bud Man was known as “The Dauntless Defender of Quality.” That’s a perfect fit too!
Fun and smarter than he acts with us.
Seth Godin’s blog
Overcast and Pandora
Social Media
The importance of eating dinner with your family—however brief the meal—as often as possible.
Top Gun
Hamilton. Still.
“Come Sail Away” by Styx
Unfortunately, I fully expect that I have yet to face it. But I’ll do everything possible to be ready!
With my wife and kids. They are a constant inspiration and reminder to take nothing for granted… ever.
Working with a fantastic group of people who help transform clients’ lives from complexity to simplicity and allow them to focus on their unique abilities and enjoy peace of mind.
Working with Hill, you get the power of an entire team supporting you. We work together to deliver a fluid, high-quality experience. Our strong sense of pride in our work is rooted in everything we do.
We are students of hospitality, lifelong learners, and relentless improvers, using our unique abilities to delight our clients and colleagues.
Our culture and open opportunities