Eric is joined by William Hutson and Ekenna Anya-Gafu to discuss the issues around diversity in the financial services industry, financial literacy among minorities and children, and how these issues can be tackled.
What is covered during the episode:
- Resiliency and grit for success in the business
- Diversity within the financial industry
- Finding passion in financial literacy
- Discussing finance at an impressionable age
Guest Bio
Ekenna Anya-Gafu and William Huston
Ekenna is Bay Street’s Director of Planning. He provides institutions with customized support for retirement plans, from development through review and optimization. Ekenna also leads Bay Street’s comprehensive financial planning strategy aimed at turning clients’ financial dreams into reality.Prior to Bay Street Capital Holdings, Ekenna spent five years in the brokerage world with Charles Schwab and TD Ameritrade. Ekenna is a Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS). He is a graduate of Black Hills State University where he completed 4 years of collegiate football with a double major in Finance & Economics and Behavioral Science.
William founded Bay Street after 12 years of supporting the largest retirement plan in the US, the federal government’s $550B Thrift Savings Plan (TSP). He is an Accredited Investment Fiduciary (AIF) and completed Wharton’s Certified Investment Management Analyst program. He currently serves as the Bay Area President for the National Association of Security Professionals (NASP) where he advocates for allocators to engage high-performing, diverse fund managers.He graduated from Oakwood University, located in his hometown, Huntsville, Alabama. William, his wife, and their son are part of a church family seeking to be the exact reflection of Jesus, the Son of God. He regularly shares what Jesus is doing in his life at https://huiosforever.com/.Bay Street is an independent investment advisory firm headquartered in Palo Alto, CA. They manage institutional portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, Bay Street places a higher priority on managing total risk and volatility. Year to date, they have generated over 60% returns for their clients, more than 6x the S&P 500.
