What inspired you to join Bernstein?
Bernstein’s focus has always been investment management and research. That solid foundation provides the expertise to help protect the capital our clients depend on while thoughtfully putting their surplus capital to work—and never confusing the two.
Tell me about the types of clients you work with.
I tend to be most helpful to business owners and nonprofit leaders navigating growth, transition and long-term sustainability decisions. Our clients value an advisor who can combine clear guidance with the right institutional resources at the right time.
What passions do you pursue outside of work?
I stay active by lifting weights and running several times every week. I spend time volunteering in the community and remain grounded in my faith. I’m also intentional about spending time with friends and family, especially over coffee or drinks.