What inspired you to “re-join” Bernstein?
I rejoined Bernstein because I believe it’s the best platform for how I advise business owners; deep planning, institutional investment insights and a long-term, client-first culture. Bernstein’s resources and culture align with how I work: disciplined, transparent and long-term. Bottom line, it improves the quality and consistency of the type of advice I can deliver.
What differentiates you from other advisors?
I have real world experience as a corporate executive in transitioning from company stock to public equities. In addition, having invested through the tech bubble, the global financial crisis, Flash Crash (2010), Brexit and the COVID-19 market crash, I understand the value of advice and what clients need during unsure times.
Which book had the most profound impact on you and why?
The Bible. It answers the biggest questions—who God is, who I am and what’s worth pursuing. It provides a framework on how I treat people: with humility, honesty and hope.