What inspired you to join Bernstein?
I believe Bernstein is the right firm with the right platform, at the right time. I appreciate that every day I get to engage with my network that brings global-scale best thinking with a small-firm feel. The firm’s investment in wealth planning and strategy stands out in its ability to navigate the complexity my clients face.
What kind of experience do you offer to your clients?
I bring 10 total years of work in this business—I’ve spent time in estate and tax advisory at a multifamily office and I’ve managed money for high-net-worth individuals and families at the big banks. I also own and operate my own business outside of AB in luxury and leisure hospitality. My experience navigating some of the same issues my clients face and combining that with the firm experience that I have is what makes my thinking and approach distinct.
Which personal accomplishment makes you proudest?
My proudest personal achievement is raising my daughter and fully embracing life as a girl dad. Every day brings immense challenges that are only outpaced by the joy that her smile brings me every day.