2023年4月21日

到2023年管理層獎項小型私人公司:克裏斯托弗·d·LaVine | Marstone inc .)創始人,首席財務官和首席戰略官大學畢業後,克裏斯托弗·d·LaVine找到了一份工作在一個小社區銀行在紐約。銀行提供了一個老式的管理培訓項目,員工的所有方麵的業務學習它是如何運行的。“作為旋轉的一部分,他們最近收購了一個投資管理公司。我知道我喜歡數學和金融和投資的想法,“LaVine稱,聯合創始人、首席財務官和首席戰略官Marstone Inc . Providence-based數字財富管理公司。“我去那裏第一天就愛上了投資的宇宙。“LaVine資金為個人和機構管理多年,然後決定去弗吉尼亞大學商學院。他中途研究生院瑪格麗特·j·哈美林金融顧問。她認為如何闡明金融投資者,並立即LaVine說他喜歡這個想法。——廣告——當LaVine完成MBA時,他加入了哈,羅伯特·斯通Marstone inc .在2014年發射。公司的使命是提高金融知識,深化金融金融包容和人性化。 Marstone provides digital wealth management technology to community banks, credit unions and other partners, dramatically reducing the cost of providing these services to their customers and as a result opening investing to a wider variety of clients, LaVine says. Marstone’s minimum account size is $500. Prior to that minimum, balances needed at some institutions could range from $50,000 to $100,000, LaVine says. By changing the minimum balance, banks now serve the vast majority of customers, not just the top 1% or 5%, LaVine says. “It’s a tremendous financial inclusion, financial wellness concept,” LaVine said. “We’re able to dramatically lower the account size necessary to work with an institution.” Last year, LaVine also spearheaded a new business line called Marstone@Work. This business line is a digital product that companies can offer to their employees as a financial wellness tool. Companies who implement Marstone@Work use Marstone’s technology to offer workers fee-free digital advice. “The ability to say we are helping our team and not just the top 1, 5 or 10% of the team is really demonstrably important to organizations,” LaVine said. “I’m really proud of it.” In the community, LaVine has served as a mentor for the Fresh Air Fund, which works with at-risk high school students to remain engaged in education and prepare for college. He is also a member of the CFA Institute, a national nonprofit organization that promotes new ideas and industry issues related to the investment community. Nisha Cordero, chief people officer and general counsel at Marstone, says LaVine has always played a role in thinking about the company strategically, where it should be in the market relative to other competitors, and how Marstone can continue to build upon its mission of financial literacy and inclusivity. “He’s a great communicator, collaborator and always been approachable and open to ideas,” Cordero said. “Chris has been committed and focused since inception of the company. He has a lot of empathy.” Empathy, LaVine says, is incredibly important to any role, especially in a financial type role that deals with uncertainty. LaVine says he has realized that uncertainty creates confusion and concern for some individuals. For example, a canceled meeting may alarm an employee who doesn’t know the reason for the change in plans. LaVine says it’s important to be sympathetic to that and remember people may not have all the information you do. One major piece LaVine is working on at Marstone now is explaining the “why” behind any request to make sure people in the business realm really understand the ‘why,’ ” he said. “This allows them to be much more strategic themselves. “We will continue to get more focused on making sure once people are in the boat, we are all rowing in the same direction and we all know why we are going in that direction as well,” LaVine said. Want to share this story? Click Here to purchase a link that allows anyone to read it on any device whether or not they are a subscriber. TAGS