Wed Oct 30 2024

In this episode of CashFlow Quest, hosts Blake Comfort and Jennifer Purcell sit down with Heather Loomis Tighe, founder and CEO of Loomis Capital Management. Heather shares her unplanned path into finance, from university days as an English major to her pivotal roles at major institutions like BlackRock and JP Morgan. Heather also discusses the emotional roller coaster of managing assets through the 2008 financial crisis and how that experience underscored her focus on risk management and cash flow strategies for her clients. Heather emphasizes diversification across non-correlated assets such as bonds, real estate, and energy.