When constructing client portfolios, we often focus on the logical and analytical aspects and forget that our clients make decisions based on the more behavioral and psychological factors. In this session, we will describe the latest thinking in advanced portfolio construction, starting with the analytical basis and then describing how to best communicate these concepts to clients/prospects. We will examine behavioral decision-making and the psychological factors that influence why client do, or do not, take action on our recommendations. Additionally, we will explore better ways to communicate our information in a simple, easy-to-understand format, so that clients/prospects are motivated to take action and implement recommendations to their overall portfolio construction.
Vince is global head of Business Strategy in the Strategic Advisory Solutions team within Goldman Sachs Asset Management, with responsibility for advising financial professionals and institutions in the growth of their organizations, utilizing business development solutions. Vince joined Goldman Sachs in 2008 as a vice president and was named managing director in 2015.
Prior to joining the firm, he was a master coach at UBS for the company's top financial advisors and senior managers. Earlier in his career, Vince spent 13 years at SEI Investments Company as a private wealth advisor and sales representative.
Vince is a retired US Navy Captain, where he served as commander of NATO, US Fleet, and Military Sealift units. During his 30-year career, he received personal awards from the Chairman of the Joint Chiefs of Staff, Secretary of Defense, and the President of the United States.
Vince received his MBA from Troy State University and his BA in Political Science from the University of Michigan. He also holds the Chartered Financial Analyst (CFA®) designation.