Mordecai supports our lead advisors in client matters and partners with our CIO, Matt Zenz, in the daily trading, managing, and optimizing of client portfolios.
Mordecai graduated from Bucknell University in 2021 with a major in Accounting & Finance. During his time there, he served as president of an acapella group and found fulfillment in mentoring younger peers through various programs.
His professional life began at Vanguard, where he was introduced to an evidence-based approach to investing. In this role, he monitored the health of Vanguard’s multi-asset funds and worked alongside traders and portfolio managers as a credit research analyst.
Growing up, I had an unusual relationship with the concept of family. Though I knew I had a father, his face was a distant memory. What I did know was that he resided in a faraway country, and our reunion was inevitable. That day arrived in 2007 when my father, who had immigrated to America in 2000, finally brought the rest of our family from Ghana to join him. I will always remember the stomach dropping feeling of taking off in an airplane for the first time on my way to the United States.
My introduction to the world of financial markets came at age 14, courtesy of my father. Despite being a pharmacist by profession, he enrolled in stock trading classes to expand his knowledge. His enthusiasm was contagious as he would eagerly share his learnings with me in his home office. I was immediately captivated by the potential to generate wealth through understanding market patterns and strategies.
For as long as I can remember, I’ve been driven by a desire to make a meaningful impact on others’ lives. This passion has manifested most recently in my work with small business owners. I helped these entrepreneurs scale and grow their businesses by implementing effective marketing and sales strategies.
Hill’s entrepreneurial culture, which encourages innovation and continuous improvement, resonated deeply with me and was one of the qualities that attracted me to the firm.
I am deeply committed to personal growth and mindset development. The clarity and resilience that come from being able to interpret and respond to life’s situations appropriately fascinate me. This interest has evolved into a love for reading mindset and personal development books, as well as engaging in philosophical discussions with like-minded individuals.
Physical fitness is another passion of mine. I love challenging my body to reach new heights of strength and discovering its full potential.
My perfect weekend would include:
Exploring nature through long walks, runs, or bike rides
Calisthenics – functional bodyweight training
Playing soccer with friends
Relaxing by a serene lake
Enjoying a barbecue
Huberman Lab: Science-based personal development
Munroe Global: Faith-based leadership and business development
Tim Keller: Uplifting wisdom on life
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Our culture and open opportunities