by Cindy Joyce | Jun 4, 2020 | Agili Personal CFOs, Agili Team Members
Written by: Conor Clark, CFA When I tell someone I’m a CFA Charterholder, they often react with a blank stare. Occasionally the person will ask, “So you’re an accountant?” referring to the similarly abbreviated but more prevalent CPA designation (Certified Public...
by Cindy Joyce | May 20, 2020 | Agili Team Members
Written by: Adrienne Martin These are strange times, indeed. With so much extra time at home, we were wondering what our fellow Agili teammates were listening to, reading and watching in recent weeks. We were curious about what industry-related content they...
by Cindy Joyce | Nov 27, 2019 | Agili Team Members
Written by: Nigel Williams It was nearly a month ago that I began the 24 hour trek to Nairobi, Kenya with a group of fellow sound engineers, musicians, songwriters, and visual artists. None of us had made such a trip, but we were very eager and excited to learn and...
by Cindy Joyce | Oct 29, 2019 | Agili Personal CFOs, Agili Team Members
Written by: Adrienne Martin Suffice it to say that one can learn a lot about one’s coworkers during an “improv” workshop at an annual company retreat. For starters, we learned that on her first date with her now husband, Marilee Falco was held up at gunpoint! An...
by Cindy Joyce | Sep 18, 2019 | Agili Team Members
Name: JT Beck Your position at Agili: Portfolio/Investment Administrator Educational background: University of South Carolina; St. Christopher’s School Describe your family: I’m one of three sons…all of whom have great senses of humor, but can be...
by Cindy Joyce | May 20, 2019 | Agili Team Members, Money and Kids
Written By: Jen Pieson One of my favorite financial planning topics is “Money and Kids.” I’ve worked on the Agili team for 16 years and I have three children. My background in personal finance combined with the satisfaction I feel when our family budget is running...
