Today we had the pleasure of having three of our newer Rotarians share a bit of their backgrounds with us.First up was Bradley Eich - Brad is a financial advisor with the McKenna Group, Bank of America/Merrill Lynch. He is a certified financial planner (CFP) with over twenty years of experience. He has worked for JP Morgan/Chase, and Wells Fargo before joining ML in 2021. As a wealth manager, Brad helps his clients with investment and liability management as well as retirement planning, tax minimization, and estate planning. Brad and his wife have two school age kids and he assists their respective schools by coaching his daughter's lacrosse team and his son's wrestling and football teams.
Next, we heard from Francie Cho, our newest member. Francie studied physics and astronomy at Yale and was planning to pursue an advanced degree in astrophysics, but as happens, life got in the way. She married, had four children and along the way became an actuary (lots of math - so the early training didn't go to waste), a job she thoroughly enjoyed. She has also been quite active in Summit's civic life and currently serves on Summit's environmental commission and is the president of the Luminary Fund which just announced that in 2024, they raised $142,000. All of the funds, after minor expenses, will be distributed to a variety of Summit's non-profit organizations.
Finally, we heard from Henrik Patel. Henrik is an attorney and Global Head of White & Case's Employment, Compensation and Benefits practice where he advises clients on executive compensation and employee benefits issues. He and his wife, Donna (another Rotarian), have two young children. Henrik says his job is fairly strenuous and to relax he is an avid golfer. He estimates he played about 95 rounds in 2024 - that should have reduced a lot of stress.
We welcome our new members and appreciate their willingness to share some of their life stories with us.
Brad
Francie
Henrik