What inspired you to join Bernstein?
Bernstein’s global platform and deep intellectual capital around complex wealth challenges aligned naturally with my cross‑border background and desire to serve international families holistically. The firm allows me to operate where my strengths converge—across borders and cultures—helping clients address familiar challenges while engaging with new ideas, structures and ventures.
What types of clients do you work with?
My practice focuses on US and non‑US resident families, entrepreneurs and multigenerational heirs with international assets and lives. I specialize in asset structuring and cross‑border investment strategies, often serving as a trusted bridge between legal, tax and investment frameworks in the Americas and Europe. Clients value a highly personalized, client‑centric approach while navigating multijurisdictional complexity.
What passions do you pursue outside of work?
Outside of work, I enjoy reading, international travel and exploring the intersection of global mobility, culture and financial strategy. I am also actively engaged in my local Miami community and my “second home,” San Juan, Puerto Rico, where I have the privilege of leading a local nonprofit organization dedicated to further integrating the island into the global wealth planning ecosystem. This work focuses on building a globally connected professional community, supporting targeted legislative enhancement, and attracting the fiduciary industry to Puerto Rico—helping create sustainable, high‑quality career opportunities for the next generation of industry professionals on the island.