Why did you choose Bernstein to grow your career?
I chose Bernstein for its rare balance of intellectual rigor and human connection—where deep thinking meets deeply personal advice. The firm empowers me to build scalable strategies without losing sight of the individual. Just as importantly, as a gay man, I’ve found a culture where I feel a true sense of belonging, which makes the work both meaningful and personal.
What differentiates you from other advisors?
I operate at the intersection of strategy, experience and perspective. I don’t just advise—I build systems that proactively reach clients earlier and engage them more meaningfully. My global experiences have shaped how I think about wealth—not just as accumulation, but as a tool for living with intention. That lens allows me to help clients align their financial lives with what truly matters to them.
What passions do you pursue outside of work?
Outside the office, I’m energized by creativity, community, and exploration. Whether traveling, discovering art and design, tending to my garden or biking out to the beach, I gravitate toward experiences that feel both grounding and expansive. I’m also deeply committed to nonprofit work, particularly supporting youth and advancing financial literacy.