What’s Happening at BWFA

BWFA Welcomes Two New Staff Members

Sunil Reddy joined BWFA’s Investment team on September 6. Sunil is a CFA charterholder, a Certified Public Accountant (CPA), and earned a Master’s degree in accounting with a concentration in taxation. Sunil has worked at major accounting firms, including KPMG and Ernst and Young, at a healthcare company, and most recently as a Senior Financial Analyst for federal agencies dealing with housing issues. Sunil will have responsibility for monitoring investments and making recommendations to the firm’s investment committee.

 

Tanya Blakely joined BWFA in July as the firm’s Investment Operations Manager. Tanya gained her experience working with investment firms Morgan Stanley, Merrill Lynch, and Bank of America. Tanya studied International Business in Wurzburg, Germany, providing her with a background in international business affairs, as well as fluency in German.

 

Client Satisfaction Survey—3rd Quarter 2011

We sent our client satisfaction survey to 170 current clients in October, and we received a 41% response rate. Here are the scores:

MayJulyOctober
Financial Planning48%66%30%
Investment Management55%59%41%
Tax Services32%38%33%

 

Our plan is to survey one-fourth of our clients each quarter, so we can track our results toward continual improvement. Your feedback is essential to us. Thanks to those who participated.