What inspired you to join Bernstein?
In addition to the exceptional folks I met at every level of the interview process, what initially inspired my decision to join Bernstein was the following: having the ability to continue to leverage my passion for educating and impacting the lives of others. I had done this throughout my career in the business, finance, and consulting arenas, yet saw that I could have a profoundly more personal and lasting impact at Bernstein because of their relationship-based approach to wealth management. I have stayed at Bernstein for over 15 years because the experience has been as fulfilling as I imagined it would be. The firm is constantly innovating for the benefit of our clients, which enables me as an advisor to continually evolve and add the most value to my trusted client relationships.
What is the most fulfilling aspect of being an advisor to your clients?
Relationships and education. Over the last decade, I have cultivated relationships with dynamic business owners and executives. I find fulfillment in educating them on creative tax strategies, charitable giving, and exit planning. Working with clients who are in the process of growing their businesses also affords me the opportunity to add value beyond portfolio management. Motivated by the belief that our relationships are our greatest assets, I focus on connecting like-minded people together in a meaningful way.
What personal accomplishment makes you proudest?
I feel fortunate for the career opportunities I have been presented with and the willingness, that is ingrained in me, to put in the hard work to achieve meaningful accomplishments. However, I am most proud of the two young adult sons my wife and I raised who are open-minded, hardworking and espouse perseverance. Like my wife and I, our sons appreciate culture and diversity. They see no fundamental differences between themselves and others, which is a product of the multicultural community we raised them in.