Henry assists with daily operations for new and existing clients of Main Street Research. With over 7 years of experience in financial operations and client services, he employs a consistent and empathetic style to deliver the best possible client experience. He is involved in opening new accounts, moving funds, and transferring in outside assets.
He recently worked for 2 years at Charles Schwab in client service and is familiar with all their forms and processes. Prior to that, he worked as an advisor with Edward Jones, as well as an internal wholesaler with a family-owned Registered Investment Advisor.
Henry received his MBA in Finance from Syracuse University in December 2022, and he currently holds an active Series 65 license. Outside of the office, he enjoys staying active by running, rock climbing, and riding his Peloton. Henry is based out of our headquarters in Sausalito, CA.