What inspired you to join Bernstein?
I was inspired to join Bernstein because of our reputation for excellence in complex situations. Wealth management isn’t a new industry by any means. However, those who don’t innovate are certain to be left behind and ultimately, become obsolete.
Bernstein is more than an employer or platform for advisors to operate their own fiefdom. Bernstein is a true partnership. From the CEO to the financial advisor managing personal client relationships, this is a firm where the sole focus is ensuring better client results. I am someone whose ultimate compensation is the satisfaction that comes from making meaningful impacts and long-term trusted relationships with clients. For that, I can’t envision a better partner than Bernstein.
What is the most fulfilling aspect of being an advisor to your clients?
The most meaningful part of my job is making a measurable and consistent impact on clients’ lives. There is nothing better than when a client expresses true, heartfelt gratitude for the advice you’ve given them. And when they explain the impact it has had on their life and family, that’s even better. That is the moment where the client truly understands that you are part of their financial family, and that money is the instrument, not the objective. It is a wonderful feeling.
What passions do you pursue outside of work?
Outside of work, I am passionate about golf. This is a sport that is embraced by many in varying forms, from the die-hard enthusiast to the occasional charity tournament participant. Irrespective of the mental fortitude and physical challenges it presents, golf is a passion of mine.
During the 2008 GFC, it was my greatest escape. I spent all day with clients frantic about the state of their portfolio, their future and their livelihood. That, coupled with the stresses of family and home life we all experience, created a feeling of entrapment. Being able to golf, by myself, even for an hour, was a healthy distraction and source of relief. Next is comradery—where else do you get to spend six hours with equally busy individuals and really develop a deep relationship that isn’t centered on a business transaction? The sport is one that my entire family enjoys—not necessarily as a vacation focal point, but rather as a way to get outside and spend time with my wife and daughter.