Significant Career Lesson From a Portfolio Manager at an Investment Advisor
Alexis, a COO/Portfolio Manager, cites patience and effective, unemotional decision-making as crucial lessons learned, especially during the 2018 market drop and the COVID-19 crash; this involved "buying into the dips" and communicating effectively with clients during turbulent times.
Patience, Decision-Making, Emotional Intelligence, Communication, Financial Markets
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Alexis Browne
COO / Portfolio Manager
Registered Investment Advisor
Lehigh University 2020
N/A
Economics
Finance (Banking, Fintech, Investing)
Strategic Management and Executive
Video Highlights
1. Patience and effective decision-making are crucial, especially during market volatility.
2. Remaining calm during market crashes and making rational investment decisions is key to success.
3. Effective communication with clients is essential, particularly during challenging times.
Transcript
What is one lesson that you have learned that has proven significant in your career?
The biggest lesson for me has been learning to be patient and make decisions effectively, without being overly emotional. I started my career in 2018, which was a year with a pretty big market drop.
Then, I was working full-time when COVID hit, and that was a huge time for the stock market, as you may or may not know. It was a massive crash.
Being able to remain calm and buy during the dips, realizing it's not the end of the world, has been crucial. It's about making the right decisions so you can buy when others are panicking and sell later when they're euphoric.
I'd say that was the biggest thing I learned, along with the importance of communication. You have to be able to speak with your clients, especially during tough times, and really get your message across.
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