What inspired you to join Bernstein?
As the American-born son of a diplomat and second-generation business owner of Caribbean descent, I’ve always carried a deep appreciation for legacy, resilience and global perspective. My upbringing instilled in me a natural curiosity—about people, markets and the forces that shape society. I’ve lived as a student of the world, constantly seeking to understand how ideas and capital move across borders and generations. Joining Bernstein felt like a natural extension of that journey. At Bernstein, I found a firm that values intellectual rigor, global thinking and the kind of long-term stewardship that resonates with my roots. Bernstein’s commitment to deep research and bespoke advice empowers me to serve clients with the same intentionality and care that my family brought to their own businesses and careers. It’s not just about managing wealth—it’s about honoring stories, building futures, and helping others navigate complexity with clarity and purpose.
What is the most fulfilling aspect of being an advisor to your clients?
It’s the moment when complexity turns into clarity. There’s something deeply satisfying about taking a complex situation—whether it’s a business sale, a cross-border estate plan or a family governance challenge—and making it feel manageable, even exciting.
It’s incredibly rewarding to get to see the relief on a client’s face when they realize, “Oh, I don’t have to figure all this out alone.”
I want to be the person clients call when they’re facing big decisions, whether it’s selling a business, planning for the next generation or just wondering if they can finally buy that remote island bungalow in the Bahamas.
The most fulfilling part is being invited into the conversations that matter most—where money meets meaning. It’s not just about spreadsheets and strategy—it’s about listening, understanding and helping clients feel confident about their future. And if I can make them smile once or twice along the way? Even better.
I’m here to be a steady hand, a sounding board, and occasionally, a translator of financial jargon into plain English.
Which book had the most profound impact on you and why?
Tiger Woods by Jeff Benedict left a deep mark on me—not just as a reader, but as a human being appreciating the life lessons golf teaches us. The book paints a complex, human portrait of Tiger: a prodigy shaped by intense ambition, family dynamics and the weight of global fame. What struck me most wasn’t the trophies—it was the vulnerability, the reinvention and the quiet moments where Tiger had to rediscover who he was beyond the swing.
As someone from the Bahamas, where golf is more “resort chic” than childhood obsession, I didn’t grow up with the game. But now, walking the fairways with my son, I see what Tiger’s story reveals: golf is as much about patience, humility and connection as it is about precision.
And, Tiger,—if you’re reading this while relaxing at Albany (you know, your little slice of paradise down here)—we should tee it up sometime. I’ll bring the local insight; you bring the swing. Just go easy on me.