Gene Brown
meet Gene Brown
Eugene Brown (Gene) is a professional fiduciary and daily money manager who works with adults helping their aging parents, busy professionals, and high net worth clients to take the stress out of managing personal affairs and overseeing trusts. Gene believes that this type of service deserves a personal touch, yet can be done most efficiently and effectively using state-of-the-art tools. He is a California Licensed Professional Fiduciary (CLPF) and a member of both the Professional Fiduciary Association of California (PFAC) and the American Association of Daily Money Managers (AADMM).
Prior to founding Bedrock Fiduciaries in 2019, Gene spent the majority of his 25+ years working for a variety of automotive OEM's ranging from Ford Motor Company to Nissan North America. He successfully launched the all-new F-150 while serving as F-Series Brand Manager, departing Detroit for the west coast on the heels of record sales and profits. He holds an M.B.A. from the University of Chicago's Graduate School of Business (now Booth) and earned his B.A. from Williams College in Williamstown, MA.
Gene Brown's Story
Thanks for visiting. I'm Gene Brown, and I'd like to tell you my story.
My first exposure to the world served by fiduciaries came in 2013 when a single aunt of mine with no children of her own suffered a stroke. While it could have been worse, it immediately transformed her from one of the most independent members of our family to someone who could no longer live alone and who needed help with some of the basics of managing daily life.
Although I was the youngest member on that side of my family, I ended up serving as her power of attorney and, as they call it in New York State, healthcare proxy. Later I also became her trustee. Over the years, this has involved arranging for her assisted living; moving her – twice; overseeing all of her expenses, tax returns, and investment portfolio; communicating with the rest of the family as needed; working with her lawyer as needed; coordinating with her care team; and generally looking after her welfare, both personal and financial.
Early on, I found myself wondering what would happen to someone like my aunt if they didn’t have a friend or relative such as myself to step in under such circumstances. Only later did I learn that this is an active profession, and one for which there is an increasing need. Too often when someone is stricken as my aunt was, or is simply not in a position to look after their own affairs – either because they are a minor or because they are an adult with some kind of disability (even temporary) – they become easy prey for financial predators. My own aunt could easily have fallen victim to some sort of scam, and it is primarily this realization that led me to found Bedrock Fiduciaries.
Desire alone, of course, is insufficient. I am fortunate to be able to fall back on a strong financial background rooted in my MBA, earned at the University of Chicago – where even decisions about what to eat for breakfast can seemingly be expressed by a quantitative decision model. Since leaving school (longer ago than seems possible), I have also acquired a healthy dose of technology expertise, and while I would never pass myself off as a developer or programmer I am certified on the Salesforce platform and have been able to apply that talent to developing a bespoke fiduciary management system on the world’s #1 enterprise cloud. Together with my years of experience in middle and upper management in the corporate world, these experiences position me to spend the balance of my career doing something good for the world. The audience we serve as fiduciaries and daily money managers are deserving, they are vulnerable, and they need our help.
Gene Brown's Story
Thanks for visiting. I'm Gene Brown, and I'd like to tell you my story.
My first exposure to the world served by fiduciaries came in 2013 when a single aunt of mine with no children of her own suffered a stroke. While it could have been worse, it immediately transformed her from one of the most independent members of our family to someone who could no longer live alone and who needed help with some of the basics of managing daily life.
Although I was the youngest member on that side of my family, I ended up serving as her power of attorney and, as they call it in New York State, healthcare proxy. Later I also became her trustee. Over the years, this has involved arranging for her assisted living; moving her – twice; overseeing all of her expenses, tax returns, and investment portfolio; communicating with the rest of the family as needed; working with her lawyer as needed; coordinating with her care team; and generally looking after her welfare, both personal and financial.
Early on, I found myself wondering what would happen to someone like my aunt if they didn’t have a friend or relative such as myself to step in under such circumstances. Only later did I learn that this is an active profession, and one for which there is an increasing need. Too often when someone is stricken as my aunt was, or is simply not in a position to look after their own affairs – either because they are a minor or because they are an adult with some kind of disability (even temporary) – they become easy prey for financial predators. My own aunt could easily have fallen victim to some sort of scam, and it is primarily this realization that led me to found Bedrock Fiduciaries.
Desire alone, of course, is insufficient. I am fortunate to be able to fall back on a strong financial background rooted in my MBA, earned at the University of Chicago – where even decisions about what to eat for breakfast can seemingly be expressed by a quantitative decision model. Since leaving school (longer ago than seems possible), I have also acquired a healthy dose of technology expertise, and while I would never pass myself off as a developer or programmer I am certified on the Salesforce platform and have been able to apply that talent to developing a bespoke fiduciary management system on the world’s #1 enterprise cloud. Together with my years of experience in middle and upper management in the corporate world, these experiences position me to spend the balance of my career doing something good for the world. The audience we serve as fiduciaries and daily money managers are deserving, they are vulnerable, and they need our help.
