What inspired you to join Bernstein?
After more than two decades in banking, I was drawn to Bernstein’s client-centered approach, collaborative culture and depth of expertise. Bernstein gives me the ability to advise on credit with greater flexibility, leveraging an extensive network of external partners rather than being limited to one balance sheet or policy framework. That flexibility allows me to help clients and advisors evaluate a wider range of thoughtful credit solutions in the context of their broader wealth plan.
What kind of experience do you offer to your clients?
My experience spans multiple areas of banking and credit, including individual, business, corporate and commercial lending as well as mortgage and retail banking, with a foundation in risk management and credit solutions.
I use that perspective to help clients and advisors evaluate the balance sheet within the broader wealth plan, identify credit solutions across the market and bring forward thoughtful options that align with their objectives.
What passions do you pursue outside of work?
Outside of work, I love spending time with family and friends, especially outdoors. Living in Colorado, I enjoy skiing, golf, time in the mountains and summers at the lake. I also love cooking, reading, traveling with my family and staying involved in my children’s schools and activities, as well as local causes that are meaningful to our community.