What has inspired you to stay at Bernstein for as long as you have?
I have been fortunate to work at a firm that values both the quality of its people and its commitment to providing cutting-edge advice to our clients. The intellectual curiosity of my colleagues has inspired me to continually learn and grow and to stay at the forefront of the industry. Our dedication to providing unconflicted advice has allowed us to build strong relationships with our clients, who trust us to always act in their best interests. Moreover, we strive to make the conversation around asset management about more than money. We recognize that our clients’ wealth is a means to achieving their goals and aspirations, and we work tirelessly to help them achieve those goals. These values have kept me at the firm, and I am proud to be a part of such a dedicated and forward-thinking team.
What passions do you pursue outside of work?
Outside of work, my passions revolve around spending time with my family. My wife and two-year-old son mean the world to me, and I cherish every moment we spend together. We love being outdoors, whether that means skiing in the winter, hiking in the summer or playing with our two dogs. We also enjoy traveling and showing our son new places and cultures. One of our favorite trips was to Copenhagen, where we rode bikes and indulged in delicious pastries. These experiences have allowed us to create lasting memories as a family, and I look forward to continuing to explore the world with them.
What’s the best way for people to put their wealth in perspective?
Putting wealth in perspective is about recognizing that it means more than just meeting spending goals. For our clients, wealth often means creating a family legacy for future generations, pursuing philanthropic endeavors—or some combination of these. At Bernstein, we start the conversation by identifying clients’ goals and gaining a deep understanding of what is important to them. I frequently work with corporate executives in my role, and our conversations center around balancing the tax impact of diversifying concentrated stock positions with their long-term goals. By taking a holistic approach to wealth management, we can help our clients put their wealth in perspective and achieve their most important objectives.