What inspired you to join Bernstein?
I was drawn to Bernstein because of its integrated approach to planning and investing, and its ability to bring sophisticated resources to bear on complex client situations.
Prior to joining Bernstein in 2017, I spent six years at Fidelity Investments advising individuals and families on investment and wealth planning strategies. While that experience gave me a strong foundation, I wanted to be in an environment where I could take a more holistic approach—connecting investment strategy with tax planning, estate considerations and the broader context of a client’s balance sheet.
What stood out to me about Bernstein was the firm’s collaborative culture and its ability to look at every facet of a client’s financial life together, allowing for more informed and coordinated decision-making.
Tell me about the types of clients you work with.
My clients are thoughtful, engaged and looking for a collaborative relationship as they make important financial decisions.
Many of my clients are navigating moments of transition—whether that’s a business sale, a significant equity compensation event or a generational transfer of wealth. Others are thinking proactively about how to manage and preserve what they’ve built.
Across the board, my clients value having a coordinated plan and a sounding board to help simplify complex decisions. They appreciate a hands-on approach, clear communication and guidance that is tailored to their specific goals and circumstances.
How have your values and personal background distinctly positioned you to work with your clients?
My perspective is shaped in large part by my family. My grandparents built a family business, and my dad immigrated to the United States from Portugal. From an early age, I saw firsthand the importance of hard work, resilience and the willingness to take risks in pursuit of opportunity.
That foundation continues to influence how I work with clients today. I take the time to understand each client’s values, family dynamics and long-term goals, with the aim of building trusted relationships that extend well beyond wealth planning.