Why did you choose Bernstein to grow your career?
Bernstein’s singular focus, to bring the best possible outcomes to its clients, is the biggest reason I decided to build my practice here. Using the firm’s industry-renowned research, I can lean on the incredibly talented teams that I work with to create completely customized wealth plans for my clients. This depth of expertise allows me to be a true teammate in my clients’ wealth journey, by engineering confidence through sophisticated wealth planning.
Tell me about the types of clients you work with.
As a wealth manager at Bernstein, I specialize in coaching clients through transitions. I partner with professional athletes, entertainers, executives, entrepreneurs and business owners, acting as a fiduciary to guide their transformation into investors. I also partner with family offices as they plan the transfer of wealth from one generation to the next.
What passions do you pursue outside of work?
Being in Denver, Colorado, I spend as much time as I can outdoors. Hiking, snowboarding and fishing are just a few activities I enjoy, but with the Rockies in your backyard, the options are limitless. When I am not outside exploring the mountains, I love to read and engage in mixing and making music.