Ep 131: Leadership and Navigating Change

David Hamra is a principal and founder of Gordian Advisors, LLC, a fee-only financial planning firm. After earning his BA in Economics, magna cum laude, from Washington & Lee University, Dave spent several years in retail bank management. He earned his Master’s degree in Business Administration from Harvard University’s Graduate School of Business and returned to banking with Bank One. His multiple roles included the development and introduction of a prototype cash management account which combined the bank’s deposit and brokerage services. Dave then spent nine years as a principal with The Vanguard Group of Investment Companies, beginning as the assistant to John C. Bogle, Vanguard’s chairman. Dave managed a number of groups serving institutional investors and 401k sponsors and was instrumental in establishing Vanguard’s first satellite operations in Phoenix. After leaving Vanguard, he served as Chief Administrative Officer of Bradford & Marzec, Inc., a Los Angeles institutional fixed income management firm that grew from $3.5 billion in assets under management to over $6 billion during his tenure. Dave returned to Arizona in 1999 and joined Greenberg Financial Group, a Tucson investment advisor and broker-dealer, as a principal and compliance officer. In October 2002, Dave established Gordian Advisors to apply the many lessons learned over twenty years in financial services to helping individuals enjoy financial success. Dave is a Certified Financial Planner™ and was previously a Certified Divorce Financial Analyst. He has lectured on interest rates and the economy for real estate professionals and is a frequent contributor to local publications on financial issues. Dave was also an adjunct professor in the Personal and Family Financial Planning program at the University of Arizona. Listen to this insightful RIA episode with David Hamra about managing institutional investments. Here is what to expect on this week’s show: - How effective financial planning requires presenting concepts in terms people can understand. - How change is constant and why adaptation is necessary. - Why it’s important to protect clients from investment noise and anxiety. - How financial planner should teach their clients the “why” behind financial decisions. - Why maintaining a work-life balance is important for success. Connect with David: Links Mentioned: https://gordianadvisors.com/ Facebook facebook.com/gordiandavisors LinkedIn linkedin.com/in/dave-hamra-416b581