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Mark Patterson says it's time to think of your investments as sausages

Mark Patterson DS

Mark Patterson

MEREDITH — The call of the mountains lured a Wall Street trader to New Hampshire, and for the past six months he has been offering his investment and financial planning services through the DAK Financial office in Meredith. Mark Patterson, who does business as MHP Asset Management, LLC, said he sees himself as distinct from other local offices that offer similar services, and he uses a food analogy to explain.

Other financial planners, especially those affiliated with nationally-recognized firms, are retailing a range of investment funds created and managed by someone else, somewhere else. Think of those products, Patterson suggests, as the case of sausages available at a supermarket. Patterson, though, uses his expertise and experience to be able to tailor an investment strategy to a client's individual preferences.

"I'm the sausage maker," he said. "I create the investment portfolio using individual stocks, bonds or exchange-traded funds... What I'm able to do is mix a portfolio based on their risk tolerances and needs."

"Would you rather go to the artisan sausage maker and pick out the blend of spices, cuts of pork or veal, or go to Hannaford and pick out mystery meat in a casing? Oddly, the mystery meat costs more, that goes to marketing."

In the mid-90s, Patterson was working for a large, institutional trading firm in mid-town Manhattan. He and his wife slowly began moving out of the city, into Rhode Island, where he taught at Roger Williams University and commuted into New York City by train. They also bought a chalet in Bartlett that they used for snowboarding getaways, and in 2000 they decided to relocate to New Hampshire. After working in the Upper Valley, Patterson now lives in Alton and partners with Dave Kutcher, an insurance expert, to provide a full range of services through DAK Financial.

"With the way we can do business electronically, over the internet, there's no advantage to doing business in New York anymore, except for perception," he said. The biggest challenge he faces is changing that perception – that he offers the ability to build a bespoke investment portfolio, and that he comes from a career at a major investment firm. "I've converted that over to working with individuals – I can give them the same analysis that they would have to go to mid-town Manhattan for... I just chose not to live there anymore."

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LaSalle promoted to new position and Land Trust


LACONIA -- Laconia Area Community Land Trust has promoted Kara LaSalle to the position of housing development project manager.

Working alongside the Land Trust's housing development director, LaSalle will provide project management support for the trust's real estate development and asset management activities. The Housing Development Project Manager is a new position at LACLT.

LaSalle served as the trust's operations manager since April 2014. After earning her Master of Science in Civil/Environmental Engineering from the University of New Hampshire in 2008, LaSalle worked as an environmental engineer in southern New Hampshire for five years before joining the Land Trust.

"We are excited to see Kara moving into this new position. With her engineering background and passion for green building and energy efficiency, I know she will contribute a great deal to LACLT's housing development projects and to improving our current portfolio," said Carmen Lorentz, Executive Director of the Land Trust.

LaSalle is a Gilford native. She is currently President of Fusion, the Lakes Region's young professional's organization, and is a Board member of the New Hampshire Humane Society, serving on the Member, Fundraising, and Personnel committees. LaSalle is a Leadership Candidate on the Excursions Committee and Advisory Board Member of the Appalachian Mountain Club. She is also is an assistant coach for the Plymouth State University Field Hockey Team.

 

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Kara LaSalle

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LRGHealthcare names director for fundraising

 

 

LACONIA — LRGHealthcare has named a fundraising director, according to an announcement by LRGHealthcare President and CEO Kevin W. Donovan.

Brian B. Winslow will serve as executive director of LRGHealthcare's Philanthropy Department, overseeing all fundraising efforts for the organization.

LRGHealthcare operates Lakes Region General Hospital in Laconia, Franklin Regional Hospital, and numerous Lakes Region medical practices.

Winslow, who is a certified fund-raising executive, is currently director of fund development for Central New Hampshire VNA & Hospice in Laconia, a position he's held since 2007. He will officially begin his duties at LRGHealthcare on March 7.

"I am excited to announce Brian as our new Executive Director for Philanthropy," said Donovan. "His combination of experience, skill and local connections will prove invaluable to our philanthropic goals."

In his position with Central NH VNA, Winslow served on the Senior Leadership Team and was responsible for the strategic management of a comprehensive philanthropy program. With a focus on major giving and planned giving, the program also developed diverse sources of revenue from annual giving, community events, grants, and a grateful patient program; all of which are focuses for LRGHealthcare as they look toward the future of the organization.

"I am very excited to be joining the LRGHealthcare team," said Winslow. "This position is a terrific opportunity for me and I feel I can make a big contribution to an already successful Philanthropy Department."

 

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Brian Winslow

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Franklin BPW names 2017 Young Careerist

 

 

FRANKLIN -- Franklin resident Kristine Boland has been named the Franklin Business and Professional Women's Club's 2017 Young Careerist. The announcement was made at the club's meeting held earlier this month at the Peabody Home in Franklin.

Boland joined the Bursar's Office at NHTI, Concord's Community College, as a cashier in 2007 and rose rapidly through the ranks, from cashier, to accounting technician, assistant bursar, acting bursar, and finally bursar in December 2016. Along with her professional accomplishments, Boland serves on the Board of Directors of the Franklin Lion's Club, volunteers for the Franklin Food Closet, is active in her church, and volunteers at NHTI's annual Winter Fling celebration.

Boland gave a four-minute speech at the Franklin meeting on a selected topic from a national BPW Foundation Public Policy Advocacy issue, Work-Life Balance. Ninety percent of American mothers and 95 percent of American fathers report work-family conflict. The topic selected for this year's Young Careerist speech was: How do you handle adversity in your personal and professional life and continue to remain focused on your career and being successful?

Boland will compete against other New England Young Careerists in a Regional competition in September. There is a monetary prize for the Young Careerist winner at each level.

The Franklin BPW is proud to recognize such a dedicated and active Young Careerist. For more information contact Terri Lemire at This email address is being protected from spambots. You need JavaScript enabled to view it..

To be eligible for the BPW Careerist Program candidates must be between the ages of 21 and 35 (inclusive), being employed in their profession for at least one year, and living or working in the area of the local BPW organization.

 

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Kristine Boland

 

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Massage therapist opens practice

 

MOULTONBOROUGH — Massage therapist Dawn McGlynn has opened a practice at Fashion Forward at 93 Whittier Highway (Route 25).

McGlynn, who has 18 years' experience, owned and operated her own massage and spa business in Massachusetts before moving to New Hampshire seven years ago, and for the past two years has lived in Sandwich.

McGlynn offers massage services in Swedish/relaxation, and incorporates aromatherapy into each session. She also offers sports massage for pre and post event. She is also certified in bamboo, pregnancy and infant massage. She plans to offer reiki therapy by April.

 

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