In the summer of 2005, I was sitting by a lake reading an issue of the Buddhist magazine, Shambhala Sun. Somewhere between the articles about mindfulness and equanimity, I stumbled across an ad for Abacus Wealth Partners. That same week, I saw Abacus mentioned in The 7 Stages of Money Maturity, George Kinder’s book about the relationships people have with money. The 3rd “sign” came in the form of a friend who, after hearing me describe my ideal firm, said “Have you heard of Abacus?” If there was ever a time when the planets were aligning, this was it.
I wanted to join a firm that had a spirit of generosity and a focus on helping people to have a better and more meaningful life. So I sent an email to Abacus co-founder, Brent Kessel, asking to join his team. Six years later, I’m a happy and engaged partner at Abacus, and I have Brent to thank for this. Through Brent I learned to listen more, talk less, and be more present (as my friends can attest, this is a work in progress). I also learned how to be generous with my wealth without the sense of obligation that often accompanies charitable giving.
You can imagine how proud and thrilled I am seeing Brent featured in Fast Company’s The 5 Most Generous on Wall Street. I have grown more inspired every year by Brent’s leadership at Abacus and his actions as a philanthropist. I hope you read the article and share my inspiration. This one’s for you Brent – thank you again.
The opinions expressed are those of the author and are subject to change without notice in reaction to shifting market conditions. This blog is provided for informational purposes, and it is not to be construed as an offer, solicitation, recommendation or endorsement of any particular security, products, or services.