Clients of Sensible Financial are no doubt aware that Edward Samp is the head trader for the firm. They may not know that there’s a new trader in town. Marina Cekani, an Operations Associate with the firm, has been trading one day a week since the fall of 2021. We spoke to Marina, Edward, and Chuck Luce, Chief Compliance Officer & Associate Director of Business Operations about this new development.
Marina became interested in trading in her previous position at Wells Fargo Advisors, so she was happy to learn more about it from Edward. “There’s a big learning curve and Edward is a great trainer and resource for me.” Another benefit for Marina is the fact that trading differs from her usual responsibilities. “Trading is more analytical. I get to stretch those muscles, as well. I also feel good knowing I’m contributing more to the firm.”
Edward can focus on the big picture
Edward, a CFA® Charterholder and Sensible’s Investment Operations Specialist, echoes Marina’s sentiments. “Having another trader is great for Sensible. It means we’re growing as a business.” There’s a personal advantage for Edward, too. Chuck Luce, Chief Compliance Officer & Associate Director of Business Operations says jokingly, “Now Edward can take vacations.”
All kidding aside, Edward says it’s been great having Marina perform trading duties once a week. It gives him the opportunity to do big picture research which ends up paying off for clients. And, of course, he’s available to answer questions and review trades. “Having Marina as a trader has been a positive move for all of us. We all get to take on different roles and that variety helps make our work more meaningful.”
Cross-training strengthens operations
Chuck agrees. “This has been a growth opportunity not only for Marina and Edward, but also for Sensible. We strengthen operations when we train someone to fill multiple roles.” Chuck has been Marina’s manager for more than two years and calls her a fast learner. “She adjusted quickly to her regular duties and asked for more. We’re happy to encourage that attitude. It promotes growth for the employee, adds depth to the firm, and provides clients with the best possible service.”
“It’s great to work for a firm that encourages training,” says Marina. “Rick Miller has been supportive from the beginning and that means a lot.”
Photo by Taylor Brandon on Unsplash