Mark Cecchini, CFP®
20.5K posts

Mark Cecchini, CFP®
@markcecchini
Personal CFO for 7-8 figure tech employees, founders & business owners • Director, Wealth Solutions @ Quadrant Capital • Tweets ≠ Advice • Book an intro call ↓
Lehigh Valley, PA شامل ہوئے Ekim 2012
701 فالونگ16K فالوورز

@markcecchini Sounds like nobody gave you the birds and the bees talk
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@markcecchini My daughters are 20 months apart. It’s honestly incredible. You’ll have a blast.
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@markcecchini Hope you’re not looking for a scientific answer here sir 😂
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@markcecchini I have Irish twins (364 days apart) it’s a blast! Enjoy it!
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@markcecchini Once you’re out of those choppy first couple months, it’s incredibly fun
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@markcecchini Life will keep getting better. Three under six right now. It's tiring but so much fun.
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@AHallVirtus that's unreal. good for you.
love that framing 🫡
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@markcecchini I had 3 in under 18 months. It’s all good. The cowards never started, the weak died along the way…then there’s us.
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@loudc2255 thanks a lot. we make good use of that for sure...need a separate cloud account for all of them...
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@markcecchini Congrats to Your family. I blinked and I have 13&11. Honestly the best tech we have is phone cameras. Instant pic or record. I regularly search my photos by date and the memories are there.
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@PVahid thank you sir! bracing for impact but it will be great.
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@markcecchini 2 under 22 months here. Lots of work initially, but so worth it when they grow up and play together. Enjoy it!
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Doing a favor for an advisor of mine who is looking for a few new people to join his growing independent RIA.
(Last time I did this, it led to a new hire)
If you are interested, click the link in the comments.
Two open roles:
1. Associate Advisor (Remote Position)
2. Client Service Associate or Operations Lead (Remote Position)
Description:
--High growth RIA led by founder with a 20-year institutional investment background who has MBA, CFA, CPA.
--The firm is around 5 years old, so the future growth opportunity of the role does not have limits. >$400M AUM and adding >$100M per year
--Looking for learning machines who are passionate about partnering with clients, continuous improvement and teamwork.
--Open to any experience level but at least 2-3+ years of related but not exact experience and with an independent RIA a plus.
--Business owner niche with tax efficient and investment-led focus. HNW to UHNW client partners.
--No sales responsibilities but not opposed to it. The funnel does not require additional prospects.
--Flexible on taking the positions to whatever makes sense for the person’s interests and capabilities.
--For Associate Advisor, CFP, CFA or CPA/EA preferred as well as Bachelor’s degree and ability to take over $1-5M+ AUM clients as lead or team approach over the coming years.
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It’s a mostly pointless exercise to speculate on where the company stock price goes from here
Too many unknowns around future liquidity, IPO, macro factors, etc
All focused on the individual case, plus they are capped anyway so there’s going to be a massive amount of skin left in the game regardless
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How deep do you actually get into company fundamentals, likelihood of appreciation, etc.
I could talk ISOs, NSOs, etc until I'm blue in the face, but I think where our value comes in is when we leave them with the conviction to either hold or sell and what to do from there with the proceeds.
Are you making this more a quantitative or qualitative approach?
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@realEstateTrent my wife would literally rather chew on glass.
Godspeed sir.
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