Growing up in England, my father taught me his first golden rule of investing: "A diversified portfolio must have at least eight stocks". Four years later, he invested his entire life savings in one "sure thing". And sure enough, it went bankrupt. He lost everything. Since then, I’ve always looked back with appreciation for the investing lessons he gave me, and maybe that one most of all.
I developed a fascination for classic investment bubbles: The Tulip Mania of 17th Holland, and The South Sea Bubble in 18th England, both of which ensnared and devastated their respective nations for generations. These lessons remain starkly relevant in the modern economy. Drawn to investment theory, risk management, and investing behavior, I studied Economics at Bristol University, the think-tank for Margaret Thatcher's Economic Policy, and the UK leader in the burgeoning field of Monetarist Economic Theory.
Upon graduating with honors, I worked successfully for several years as a Commodities Sugar and Coffee Trader at Donaldson, Lufkin & Jenrette in London, then finally switched careers to the Entertainment Industry. In Entertainment, I found there was a great need for informed financial advice. I turned to helping others, including successful Entertainment Professionals and Creative’s, manage their financial lives. After a lifelong experience of studying market cycles, I developed an intuitive understanding, and a systematic process, that is just as relevant today in preserving wealth as it was in 17th Century Holland.
Andrew Monn grew up in the Midwest, son to hard-working parents. He brings that same great down-to-earth attitude to helping clients. He started out in the Advertising world and became an account executive at a leading Los Angeles Advertising agency. There he developed the high-level organizational and communication skills that have made him such an invaluable asset at WellAcre Wealth. With so many moving parts he is adept at ensuring everyone understands what the next steps are to keep the ball moving, resulting in excellent client service.
After working in the Advertising industry, Andy took a break to raise his daughter and support his wife in her career. Andy also threw himself into volunteer work. It was there that Adam witnessed Andy's unique skills and determined to hire him.
Andy and his wife Jill have been clients of Adam for five years. Andy knew what a profound difference good wealth management and financial planning has made in his life. When Adam invited Andy to join the staff of WellAcre Wealth Management, he wanted to be there to help Adam and WellAcre do for others what was being done for his family. He is excited to know that he is assisting in creating generational wealth for WellAcre clients, instilling that same sense of security he feels himself.
Crystal brings with her over 20 years of office management experience both in and out of the financial sector. She worked for 2 years in processing and control with USB Financial Services and then for Curtis Wood Capital where responsibilities included handling all daily office management functions, working with compliance and as a trading assistant for the bond desk. She has a great deal of additional experience with other financial services products and procedures, and with various custodians. Crystal recognizes the importance of organization, prioritization, timelines and flexibility.
Kim’s background delivers over 20 years of experience in Financial Service providing back office support to the various needs of the Independent Financial Advisor. Kim began at MetLife in their Word Processing department in 1995. In 1998 she handled placing stock broker trades and client relations at Kirk Patrick Pettis. In 2004 Kim joined ING’s Variable New Business department, processing life insurance applications and working closely with the underwriting department. Kim has extensive experience working in the RIA space and with TD Ameritrade.
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WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.