A valuable member of the JNBA Team and a past participant on TD Ameritrade’s Operations Panel, Larry’s primary role is to help ensure that the firm’s operational systems, office technology, and processes are working smoothly. This includes oversight of JNBA’s portfolio management software, which encompasses trade execution and daily downloads of portfolio information. In addition, Larry works closely with the firm’s Executive Team, executing business and financial reports, implementing operational strategies, processes and workflows through its customer relationship management system, and managing JNBA’s Human Resources infrastructure. He also plays a key role on JNBA’s four-member Compliance Team by monitoring SEC regulations and helping ensure the firm is up-to-date on its compliance practices.
Larry started his career in the financial industry in 2004 working as an assistant to a financial advisor in Chicago. Larry joined JNBA upon graduating with honors from Northwestern University.
When he is not working, Larry loves staying connected with friends and introducing friends from different walks of life to each other. This includes connecting on the basketball court, golf course, the Minneapolis lakes, and back home around Chicagoland.
Community: Larry and his family enjoy the opportunity to give back to the community as his wife volunteers for a number of different nonprofit groups focusing on education policy while Larry enjoyed volunteering for Habitat for Humanity earlier this year. The consistent theme since joining JNBA, however, has been the annual support for Special Olympics Minnesota through the Polar Plunge. Larry is proud to have contributed to the team’s success while Plunging into Lake Calhoun seven different years.
Favorite quote: “I don’t like that man, I must get to know him better.” – Abraham Lincoln