What inspired you to join Bernstein?
I was drawn to Bernstein’s unwavering commitment to a research-oriented culture and its unique structure, which ensures that the firm’s interests are fully aligned with those of its clients. As fiduciaries, we are bound to put our clients’ interests first, providing them with advice they can trust as the absolute best for their individual needs—something that truly sets us apart in the industry. I was also deeply drawn to Bernstein’s reputation as a revered leader in investment research and management. It quickly became clear to me that Bernstein’s platform is uniquely equipped to help my clients achieve their best results. These qualities made it evident that Bernstein was not just a place to work, but a firm I needed to be a part of.
What passions do you pursue outside of work?
I am passionate about staying active and enjoying the outdoors, especially taking advantage of all that California’s oceans and mountains have to offer. I love surfing, skiing, mountain biking, golf and traveling to new places around the world to pursue these activities. These passions not only allow me to connect with nature and push my limits, but also provide opportunities to embrace new experiences and cultures. What makes these pursuits truly special, however, is the opportunity to share them with family and friends.
What is the most fulfilling aspect of being an advisor to your clients?
I feel most rewarded when I am able to help my clients navigate complex situations and uncover opportunities they may not have known were available. Whether it’s identifying tax-saving strategies for a business owner preparing for a sale or providing guidance on how to educate and pass on wealth to the next generation, I take pride in helping my clients look around corners and plan for what’s ahead, empowering them to make decisions that align with their values and goals and ultimately helping them achieve outcomes they didn’t think were possible.