Never Bullshit the Client: My Life in Investment Consulting

Never Bullshit the Client: My Life in Investment Consulting

by Richard M. Ennis


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Richard Ennis was a slow starter.

Recounting his “misspent youth,” Ennis shares he had little interest in school and spent much of his time hot rodding and frequenting Harry’s poolroom.

He gained a sense of direction only in the latter years of college and in graduate school, when he developed an interest in finance theory. That is when he initiated a quest for what he describes as a “profound” understanding of investment.

Richard Ennis began his career in money management 50 years ago. It was the era of go-go mutual funds and sacred growth stocks. He offers an engaging account of his years as a securities analyst and money manager. His interest turned to consulting when it seemed to offer greater purpose.

Never Bullshit the Client relates the author’s pioneering work among the quants, describes his role in helping create the field of investment consulting, and tells the inside story of a premier firm in that field, EnnisKnupp.

Filled with entertaining tales of people, organizations and events, the book also provides insight into a man for whom loyalty, ethical conduct and empathy are indispensable in both life and the world of business.

Product Details

ISBN-13: 9781733207225
Publisher: Richard M. Ennis
Publication date: 09/17/2019
Pages: 212
Product dimensions: 5.50(w) x 8.50(h) x 0.45(d)

About the Author

Richard M. Ennis, CFA, managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. Becker & Co. Richard co-founded EnnisKnupp, the first consultancy to be recognized as a professional services firm.

During his career Ennis received lifetime achievement awards from the CFA Institute and the Investment Management Consultants Association. His research won Graham & Dodd and Bernstein Fabozzi Jacobs Levy Awards. He edited Financial Analysts Journal. He and his wife, Sally, retired to Sanibel Island, Florida, upon the sale of his firm to Aon in 2010.

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