What inspired you to join Bernstein?
The criteria that were most important to me centered around values, strategy, loyalty and culture. I asked myself, Can I climb more mountains here? Bernstein is a firm that is boutique in nature, with a global reach, with no missing pieces in its platform. The firm is focused on delivering wealth management at the highest levels with the smartest people on Wall Street. I always strive to be around others I can emulate, and I found that here.
What kind of experience do you offer to your clients?
A relentless commitment to doing the right thing. Clients hire us because our values are aligned. We understand their successes, the challenges they face—and how to be the best at the things that matter most to families.
What passions do you pursue outside of work?
Beyond work, I’m an avid sports fan with a passion for soccer, tennis, skiing and surfing. My wife Brooke and I have two children. Our son is building a career in commercial real estate in Miami, and our daughter is a junior at the University of Georgia, studying psychology and journalism. Community service also plays an important role in my life. Prior to relocating to Denver, I played an active role in the Tampa Bay community as an executive board member of the Tampa Hillsborough Economic Development Council, a trustee and executive committee member for the Straz Center for the Performing Arts, and a board member for both the Tampa Museum of Art and the Tampa Downtown Partnership. I also mentor military veterans through American Corporate Partners.