Henry assists with daily client service for new and existing clients of Main Street Research. With over a decade experience, he employs a consistent and empathetic style to deliver the best possible client experience. He is involved in opening new accounts, onboarding new relationships, moving funds, and transferring in outside assets.

Henry brings experience from roles at Charles Schwab, Edward Jones, and a family-owned Registered Investment Advisor.

Henry earned his CERTIFIED FINANCIAL PLANNER™ certification, which provides value for advisors and clients alike. He also received his MBA in Finance from Syracuse University and currently holds an active Series 65 license. Outside of the office, he enjoys staying active by running, rock climbing, and riding his Peloton. Henry is based out of our headquarters in Sausalito, CA.