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Portfolio > Portfolio Construction

A Climber Who's Grounded

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When she’s not in the office or out hiking, Colleen Knopinski volunteers at a local resource center designed to help homeless people get connected to the community resources they need, such as job training, alcohol treatment, and other services. On a given day, she may spend the afternoon helping clients allocate multimillion-dollar portfolios, then stop at the resource center to meet with people who have difficulty scraping together a few hundred dollars for rent. The contrasting settings help keep her feet on the ground, she says, and remind her that one man’s rounding error is another man’s treasure. “It is just incredible when you think about people who have money, and how small a percentage of their wealth could make such a huge difference in someone else’s life,” she says.