Approach it with an open mind.
I doubt many people say, “I want to be a portfolio manager so I’m going to be an analyst and then I’m going to do this, I’m going to do that.” It’s good to have a plan, but it’s more important to be flexible and open to opportunities when things don’t work out necessarily in a linear way.
Be open to opportunity, maybe take a left there, maybe a little zig or zag. I think that the most important thing is always make sure that you work for a company that aligns with your ethics and whose culture you feel is supportive of your life and lifestyle.
Another thing is to always, no matter who you are, make your boss look good. Anticipate their needs and do more than what is asked. Always. If they ask you to write a 10-page report on something, give them a little extra. Give them some graphs, give them just a little bit more information that you think is additive — not just to do it, but because it adds something.
Also, it’s important to learn from your peers, and then later to help those who are coming up. My most rewarding accomplishments in this industry are when some young person that I met when they were in business school is now running their own fund. I love that. It makes me so happy. The network is key. And that’s why Anderson is so important to me. Anderson is like a family, I feel like there’s almost nobody in the world I can’t get to through my Anderson connections.