Apr 30, 2025
34 Comments
 
Whatever1984 - Certified Professional
Almost Human AM
1y

Generally either "Thanks" or "Regards." followed by my shortened name, then followed by my signature with my full name, degrees, and title.

Thanks if I'm asking for something, regards if I'm providing info, or if I opened the email with "Thanks John Doe" because they came through with something I needed big-time. (I view opening and closing with 'thanks in the same email as excessive)

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The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
 
Isaiah_53_5 💎🙌💎🙌💎 - Certified Professional
The Addict O
1y

Whatever1984

Generally either "Thanks" or "Regards." followed by my shortened name, then followed by my signature with my full name, degrees, and title.

Thanks if I'm asking for something, regards if I'm providing info, or if I opened the email with "Thanks John Doe" because they came through with something I needed big-time. (I view opening and closing with 'thanks in the same email as excessive)

You put CFA after your full name right?

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"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 
Whatever1984 - Certified Professional
Almost Human AM
1y

Isaiah_53_5 💎🙌💎🙌💎

You put CFA after your full name right?

Full Name, CFA, CFP, CAIA.  

I go casual with the shortened name (think like using Jon instead of Jonathan) then go the other way by listing them all.  I feel like by doing that I'm saying that I trust the recipient to respond casually to me, but I'm actually a big effin deal.

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The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
 
PrivateTechquity 🚀🚀🚀 - Certified Professional
The Pro O
1y

stay hard, pt

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"If you don't have any enemies in life you have never stood up for anything" - Winston Churchill | "It's a testament to the sheer belligerence of the profession that people would rather argue about the 'risk-adjusted returns' of using inferior tooth cleaning methods." - kellycriterion
 
Isaiah_53_5 💎🙌💎🙌💎 - Certified Professional
The Addict O
1y

PrivateTechquity 🚀GME🚀

stay hard, pt

Sounds like David Goggins 

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"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 
Isaiah_53_5 💎🙌💎🙌💎 - Certified Professional
The Addict O
1y

1% of the time if someone F's up or is being a PITA to me, I sugarcoat it with facetiousness and close with "Kindest Regards" as a big F U.

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"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 
Raijin's picture
Orangutan HF
1y

Regards can be a bit risky due to the proximity of the letters G and T on the keyboard. 

But yeah I usually go "Thanks" or "Best" or sometimes if it's me making the request it's "thanks and best regards"
followed by name and firm + team I'm on. Like so:

John Smith
Pierpoint M&A Team

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What is Financial Statement Manipulation?
 
financeabc - Certified Professional
Human O
1y

It depends on the type of email.  If it is someone interesting in  becoming a client, I write  thank you followed by my contact information including website and Linkedin.  If I am providing information as part a request, I just put my first name, followed by contact information.

When I worked for companies and not for myself, I put "Best." 

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Whatever1984 - Certified Professional
Almost Human AM
1y

financeabc

It depends on the type of email.  If it is someone interesting in  becoming a client, I write  thank you followed by my contact information including website and Linkedin.  If I am providing information as part a request, I just put my first name, followed by contact information.

When I worked for companies and not for myself, I put "Best." 

Generally with Outlook the signature is a one button add in option.  I'll putt the "Thanks/Regards, Jon" part in manually but the "Full Name, CFA, CFP, CAIA, Title, Department, Email, Phone #" are all pre-loaded as my signature along with the corporate logo next to them. Unless it's somebody I know well in my department I'll just drop it all in to make it easy for the other party to find all my contact info.

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The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
 
financeabc - Certified Professional
Human O
1y

Whatever1984

financeabc

It depends on the type of email.  If it is someone interesting in  becoming a client, I write  thank you followed by my contact information including website and Linkedin.  If I am providing information as part a request, I just put my first name, followed by contact information.

When I worked for companies and not for myself, I put "Best." 

Generally with Outlook the signature is a one button add in option.  I'll putt the "Thanks/Regards, Jon" part in manually but the "Full Name, CFA, CFP, CAIA, Title, Department, Email, Phone #" are all pre-loaded as my signature along with the corporate logo next to them. Unless it's somebody I know well in my department I'll just drop it all in to make it easy for the other party to find all my contact info.

When I hit reply or create, my signature automatically gets included.  It makes sense to put something in manually because each email has a different purpose.  I would only put regards if I knew the personal well and on a personal level.  

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Isaiah_53_5 💎🙌💎🙌💎 - Certified Professional
The Addict O
1y

Kevin25

surprised to see comments with people saying they actually write something manually. I have "best regards" automatically in my signature at the end of every email. I don't even think about it.

best regards, Best regards, or Best Regards?

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"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 
Isaiah_53_5 💎🙌💎🙌💎 - Certified Professional
The Addict O
1y

Pierogi Equities

Best or Pax

AMDG is a good one too when talking to Catholics.

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"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 
Isaiah_53_5 💎🙌💎🙌💎 - Certified Professional
The Addict O
1y

monkeyvjit

Cheers is underrated

I like it when a super high up executive says cheers.

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"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 
Hanlon's picture
Orangutan ?
1y

I usually go with "Best," or "Cheers" depending on the tone of the email. Keeps it casual but still professional enough for most situations.
 

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jarstar1 - Certified Professional
Almost Human RE
1y

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