Broker Check

Get To Know Us Wednesday: Sidney Mao

| December 09, 2020
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At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase our group of hardworking individuals, who are dedicated, committed and driven to providing our clients with the best possible service and care. In this month’s edition of PCG’s “Get to Know Us Wednesday,” we highlight Sidney Mao, our Junior Client Service Associate.

A Nutmeg State homegrown, Sidney Mao was born in Milford, Conn., lived in West Haven until she was 10, and moved to Branford where she stayed until heading off to college. A self-described “shoreliner,” Sidney now calls West Hartford home. She earned her Bachelor of Arts degree in Cognitive Science from the University of Connecticut in 2019, making her one among the first generation in her family to graduate from college or university. She considers the honor her proudest accomplishment, but we know it is a jumpstart to a star-filled career.

Joining our team early in 2020, Sidney’s on-the-job training called for immediate interaction with clients. Her calm and soft-spoken demeaner delivers reassurance and confidence, exactly the qualities PCG intends to impart during client connections. Sidney appreciates and admires the mutual care and support the PCG team environment provides her, and it launches her down the path of providing peace of mind to all clients. Sidney’s merit and performance has earned her growing responsibilities, which she enthusiastically accepts and continues to help build and define PCG as your trusted and reliable partner in financial wellness.

    

Outside of PCG, Sidney enjoys spending time with her family and friends and working on her digital art projects. During her childhood, Sidney found her earliest joy and passion in drawing. Her love for drawing stems from watching various animated works and playing video games. After seeing her in action, Sidney’s cousins gifted her a Wacom drawing tablet that allowed her to work beyond a pencil and paper. Later, her interest shifted to the digital medium as she started creating her art with drawing software. Sidney welcomes this transfer to digital art because she can work with a variety of tools without making a mess! 

At PCG, we appreciate Sidney as an integral part of our team and know she embodies our mission of passion for the client, own your role and always support your team. Her work ethic, positive spirit and eagerness to grow and learn are just part of what helps PCG operate smoothly, effectively and efficiently every day. We cannot wait to see what the future has in store for Sidney both at PCG and beyond. We hope you can meet Sidney in person and learn a little more about her story when we are able to have you back in the office. 

If you would like to learn more about Sidney, check out her Quick-Fire question and answers! 

 

Introduction 

  1. First and Last Name: Sidney Mao
  2. Job Title: Junior Client Service Associate
  3. Hometown: Branford, CT
  4. City and state you currently live in: West Hartford, CT
  5. College Graduated: University of Connecticut
     

Expertise and Work Experience 

  1. Professional Expertise/Specialization: Customer service
  2. What did you do before working at PCG? Graduated UConn in May 2019 with B.A. in Cognitive Science. Worked part time at a restaurant for a while before working at PCG.
  3. Favorite Part about working with PCG clients: Everyone I get a chance to interact with is warm and friendly. It’s been a pleasure being able to help these clients and I look forward to continuing to work with them. 
  4. Why do you enjoy working at PCG?: It’s an environment that thrives on mutual care and support. In my role as Junior CSA, I am primarily helping clients with their financial needs, but sometimes I am also helping the advisors and other team members with their work too. However, it isn’t all one-sided. When I need help, the advisors and team members are always there to lend a hand. Clients have also given me valuable feedback to help me grow in my position. It’s very heartwarming to work at a firm where selflessness is everywhere!
  5. Most fond memory while working at PCG: Our first remote Happy Hour. At the time, I was not with PCG for that long, however, we had started working remote and I remember missing seeing everyone at the office only after a few weeks. Being able to see everyone’s faces for the first time in while was very nice. Nothing will replace face to face interactions, but that was one moment where I really appreciated the existence of web calls and it was awesome how we were all equipped to use this means of communication early on.   
     

Featuring Achievements 

  1. Proudest Accomplishment: Being among the first generation in my family to graduate college. 
     

Personality and Other 

  1. Biggest Fear: Spiders and insects
  2. New Hobby or Activity During Stay-at-Home: Taking walks around the neighborhood
  3. Favorite type of music: Video Game Soundtracks
  4. What has COVID-19 made you appreciate most?: My friends and family
  5. Favorite activity/hobby outside the office: Digital art 
  6. Dogs or Cats: Cats
  7. First job: Cashier at a food court
  8. Dream travel destination: Kyoto, Japan
     

Contact information 

  1. LinkedIn: Sidney Mao

All of us at Private Capital extend warm wishes for a safe and very happy holiday season to you and your loved ones. May the new year be filled with hope and health. Best to you and we look forward to speaking with you soon.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Capital Group, LLC (“PCG”), or any non-investment related content, made reference to directly or indirectly in this communication will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Information contained in this communication is based on data gathered from what we believe are reliable sources. It is not guaranteed by PCG as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions. Further, you should not assume that any discussion or information contained in this communication serves as the receipt of, or as a substitute for, personalized investment advice from PCG. To the extent discussed herein, investment indices are unmanaged and cannot be purchased directly. Historical performance results for investment indexes and/or categories are included for informational purposes only and generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the US stock market. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  PCG is neither a law firm nor a certified public accounting firm and no portion of the communication should be construed as legal or accounting advice.  A copy of the PCG’s current written disclosure Brochure discussing our advisory services and fees is available upon request.

Please Note:  If you are a PCG client, please remember to contact PCG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  PCG shall continue to rely on the accuracy of information that you have provided.

If you do not want to receive further editions of this newsletter, please contact Private Capital Group at 860.561.1162, or e-mail: privatecapitalgroup@pcgct.com, or write to us at Private Capital Group, LLC, 29 S. Main Street, West Hartford, CT 06107.

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