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, journaling funds, and transferring outside assets.
He recently worked for 2 years at Charles Schwab in client relations and is familiar with the current forms, applications, and processes that are required for Main Street Research clients. 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 BA from Sonoma State University and is currently wrapping up his MBA, with a specialty in Finance, at Syracuse University. He currently holds the Series 7, 63, and 65 licenses, and an Accredited Asset Management Specialist (AAMS®) designation. Outside of the office, he enjoys staying active by running, rock climbing, and riding his Peloton.