What inspired you to join Bernstein?
I have been in the investment management industry for a decade, working in a number of roles on different sides of the business. I knew of AllianceBernstein as a global asset manager with great investment products and a respectable reputation as a research firm. However, I was not previously familiar with our firm's approach to working with private clients. I was thoroughly impressed with Bernstein's ability to leverage tremendous resources to tackle the various complexities that come with having wealth and tailor those resources to individuals and families in a bespoke, client-centric way. Our structure is truly differentiated in a competitive field. That said, the main reason I wanted to join Bernstein was the people I met working here. We have a great culture of smart professionals who genuinely care about creating a positive client experience.
How have your values and personal background distinctly positioned you to work with your clients?
A number of values have guided me throughout my life that were instilled in me from various parts of my upbringing: namely, 12 years of Catholic school, being the oldest of four children in a tight-knit family, participating in competitive athletics and dealing with adversity. A few of these values that I strive to bring to all of my client dealings are honesty, integrity and accountability. However, the most important value to me is duty to family. Being the best father, husband, son and brother I can be is the most fulfilling and foremost guiding principle in my life, and the same is true for many of my clients. I am very fortunate to be in a position that allows me to build relationships with families and work with them on achieving their financial goals.
What passions do you pursue outside of work?
Outside of work I love spending time with friends and family. My wife, son and I live in the Philadelphia suburbs and we also spend time on the Jersey Shore. I enjoy staying active. I played lacrosse in high school and college and still love watching the sport. However, these days I play more pickleball and golf. Lastly, I greatly appreciate any opportunity to enjoy great food and conversation, and a couple of beverages, with people I care about—we are lucky to have a robust restaurant scene in Philly!