Gary Silverman, CFA

I ended up here after two earlier “acts”, first as a technologist at IBM and then as a management consultant. However, I believe those prior experiences each lent something crucial to my professional development and help make me effective in this career. Computer programming (at least as it was back in the 1980s) was predicated on logic, detail, and precision, while management consulting is conceptual, strategic, and deals with ambiguity. Advising clients on their wealth requires a blend of these two types of thinking and problem-solving.

As the landscape surrounding wealth planning gets ever more complex, the need for holistic, integrated planning and advice becomes more necessary and more valuable than ever. With this complexity, you realize there is no single right solution that can be solved by numbers alone. The ideas, objectives, and preferences of the client are an equally important part of the equation, which is why open and honest dialog is so crucial.

I read voraciously, and not just finance material (though there is a lot of that). By trying to be comprehensive and informed in my worldview, I believe I bring a more complete set of perspectives to help solve my clients’ problems.

Every so often, when working with a client to optimize their situation or solve a specific problem, there is an “a ha” moment where the solution becomes clear. I love those “a ha” moments.