- What would you call the best part of your job? Why? I enjoy working with clients and getting to know them and their families. I thoroughly enjoy seeing my clients reach their goals. While my job is managing a client’s wealth, I also become an advisor to client’s on many aspects of their lives such as buying a home or buying insurance. So I would say it is the relationships that I have with my client’s that is the most rewarding.
- What would you say is the most challenging part of your job? Why? Managing client expectations. Everyone wants to have market returns but with less the risk, so it is very important to counsel your clients on a regular basis and update them on their portfolios and the markets. Managing greed and fear can be very difficult, but it takes a seasoned professional to navigate uncertain markets.
- In your opinion, what facet or factor in your life and journey got you where you are today? My family first and foremost helped get me where I am today. Their support and encouragement has made my success possible. Secondly, my education helped me get to where I am today. After college, I attended the Stern School of Business at NYU and received my MBA. I then went on to get my CFA. These degrees prepared me for managing clients wealth.
- Is there anybody in particular that inspired you or pushed you to work harder in your journey to your current position? How did they inspire or push you? I would say my husband, Robert Sorrentino, a periodontist inspired me and pushed me to work hard to achieve my goals. He always supported through tough times and encouraged me to keep going.
- In your opinion, what’s the number one thing that has gotten you where you are today? (ex: passion, drive, family, hardship etc.) I have a passion for what I do and I can’t think of anything else I would be doing. I love managing money and I was brought up in a Wall Street home, so money management is in my blood. I wake up every morning skipping to work because I think I have the best job in the world!
- Who do you look up to most as a role model? Why? I look up to my Father, Denis Kelleher as my role model because he taught me that with hard work and dedication you can do anything you put your mind to. He is an immigrant from Ireland who came to New York with nothing and went on to build a successful financial firm, Wall Street Access.
- If you were to take a young female under your wing to show her the ropes of what you do, what advice would you give her? I would tell her that she should have specific goals and have a detailed plan on how to achieve a plan.
- Why is that important advice? Always having a plan is essentials to success.
- What is the most important advice you’ve ever received? Who was it from? The most important advice that I was given about managing clients money is something the famed investor, Warren Buffet has said – there are two rules to making money. The first rule is to not lose your money and the seconds rule is not to forget the first. I tell this to all my clients when I first start working with them.
- What is the number one thing you’ve learned from your journey here? I have learned that every day you have to make the most of your day and work hard to achieve your goals and that nothing comes easy.
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