What inspired you to join Bernstein?
Within the wealth management universe, where so much has been commodified, Bernstein stands out in supporting successful families over the full life cycle. From events for founders to transactional modeling to multigenerational engagement, Bernstein is prepared to provide for the needs of dynamic families at every stage. When paired with its investment access and acumen, the firm was a natural home for the practice I am building.
What differentiates you from other advisors?
I grew up in a family business household. My father was the latest executive in a third-generation business and my mother owned her own small business. The joys, challenges, accomplishments and worries of business leadership have been a feature of my life for as long as I can remember. Insights I gained from my family’s business background have helped define my approach as a wealth advisor, first during my five-year tenure at Goldman Sachs and now at Bernstein. I endeavor to bring a sense of relatability balanced with giving space for each family’s differences.
If you didn't work for Bernstein, what else would you be doing?
If not for Bernstein, I would almost certainly be a teacher—likely high school chemistry. I was blessed to have exceptional teachers while growing up who became mentors beyond the classroom. Any opportunity to make a fraction of the impact they made would represent a life well spent.