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Neil Kenagy has always been fascinated with financial markets, and recognizes the vital role investments play in people’s lives.

“I started my career with large firms, working with wonderful and experienced professionals, but knew that I wanted to run my own business someday,” says the owner of the Ridgefield,Connecticut-based investment advisory firm which manages more than $100 million in assets. “The investment research aspect was a lot of fun, but the way success was measured was all relative to benchmarks, and not to clients’ life and financial goals.”

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