As a portfolio manager, I work with institutions, individuals, and families.
I have a long history of being dedicated to stay ahead of the markets having started my career in 1996, covering some of the world’s largest asset managers. I continue this market journey and seek to add value on a more personal basis.
As a qualified Family Enterprise Advisor, I am versed in the complexities that can come with family wealth. This can range from how to prepare and educate the next generation and communicating legacy intentions to protecting family unity.
My own values include equality, learning, and integrity.
Outside of work, I am the chief “dad joke” teller in our household and serve on two not-for-profit boards.
At Genus, we believe that impact is most meaningful – and sustainable – when it’s built on a broader foundation. It’s a powerful way to rethink how you contribute, using not just your dollars but also your time, talent, relationships, values and knowledge to drive the outcomes you care about most.
Market volatility can be uncomfortable for any investor – but for retirees, it can hit a little harder. With your income generating years behind you, and a greater reliance on investment income, retirees and those close to retirement may face anxiety when markets take a dive.
To many, a family legacy is merely a financial gift. But to us, money is just one part of the picture. Grant Conroy, a Portfolio Manager and Partner at Genus, prefers to look at wealth planning as more than just documents surrounding money and inheritance.
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