What inspired you to join Bernstein?
I was attracted to Bernstein because of its reputation as a leading research firm on Wall Street. The support the firm provides me as an advisor is second to none in the industry. Bernstein employees are experts in every aspect of wealth management.
Tell me about the types of clients you work with.
My clients come from varied backgrounds, but they all have something in common—they need someone they can trust who will provide clear and concise advice. That’s especially true during stressful times. I work with clients who are making challenging decisions on how to invest their money. My responsibility is to listen, gather expertise, and recommend a solution.
What passions do you pursue outside of work?
Most of my time outside of work is spent with my wife and four children. There are no shortages of sporting events, musical theatre performances, or recitals. I also enjoy wake surfing and snow skiing when time permits.