What inspired you to join Bernstein?
My AP Economics teacher sparked my career in finance when he facilitated a meet-and-greet with a group of financial professionals. Years later, advising some of the world’s most sophisticated asset owners only deepened my commitment to the field. When I was ready for a new chapter, I knew I wanted to work directly with families.
Building long‑term relationships and being the person they trust with every financial decision, large or small, is what motivates me. Bernstein makes that possible. The firm’s model is designed so advisors can bring the full depth of our global resources to every client, without compromise. That combination of world‑class investment capabilities and truly boutique, high‑touch service is rare. It’s what allows us to deliver an experience that is both deeply personal and exceptionally powerful.
What differentiates you from other advisors?
What truly differentiates me is how deeply I care for the families I work with. This isn’t just a profession for me—it’s a calling. Anyone who knows me will tell you how much joy I find in this work and how naturally it aligns with who I am.
Helping families navigate the complexities of wealth by pairing thoughtful, long‑term investing with an understanding of their values is incredibly meaningful to me. Numbers matter, but they’re never the whole story. The right path forward depends on the people behind the balance sheet: their hopes, their fears, their vision for the future.
I enjoy learning about my clients’ lives because that’s the only way to truly guide them. Being the person they trust to help them make decisions that are aligned both personally and financially is what drives me every day.
Who has been the most influential person in your life?
That’s easy: My dad. After losing my mom at a young age, he worked incredibly hard to make sure nothing got in between me and a successful future. He sacrificed tremendously, and his story continues to inspire the way I show up for my clients. My desire to advise business owners certainly stems from the fact that he ran a small teaching business. Like most business owners, running a business and caring for your family doesn’t leave much time for intricate planning. I wish there had been someone to help him build a roadmap along the way.
That experience led me to become an advisor. Helping clients create a plan, checking in on the progress, and adjusting it as their lives evolve is deeply energizing for me. Removing roadblocks for others is my way of repaying my dad. He stopped at nothing to provide a great life for his son, just as many of my clients do for their families.