What inspired you to join Bernstein?
For the past 15 years I have served as an executive leader in the global wealth and investment industry. My functional specialization is marketing and communications and I am proud to have helped define, manage and grow some of the world’s best-known banking and investing brands.
Bernstein occupies a unique position in our industry. Our size and service culture are that of a boutique, allowing us to serve our clients in a nimble and bespoke manner distinctly. We are also part of AB, enabling us to offer clients access to the capabilities, services and strategies only available from large industry leaders.
Overall, Bernstein’s holistic service model represents the state of the art for our industry. By successfully integrating investing, financial planning and family dynamics, Bernstein offers clients an innovative service experience.
What is the most fulfilling aspect of working in the wealth management industry?
The old adage suggests “money is power,” but in reality, money is relationships. The means by which we earn, save, invest or spend our wealth is a direct reflection of the things that are important to us, and is ultimately a reflection of our deepest selves.
As practitioners, our responsibility is to serve individuals and families and help them manage the human complexities that come with wealth. Helping them create their vision and live their values is a privilege.
What passions do you pursue outside of work?
I am a very proud father of two young girls who give my life tremendous meaning, purpose and joy. Together with my wife, we encourage our children to embrace their experiences with curiosity, kindness, aspiration and laughter.
Music is a lifelong passion and playing guitar is my primary hobby. Music offers me both focus and exhilaration. For me, the experience of creating music with others is one of life’s great joys.
I am fortunate to have lived and worked across North America, Europe and Asia. Foreign affairs have long been an interest of mine and I derive satisfaction from the myriad ways Bernstein serves global families.
I was born and raised in Halifax, Nova Scotia, and I am a lifelong fan of the Montreal Canadiens.