Why did you choose Bernstein to grow your career?
I chose Bernstein because its values closely align with my own. Continuous learning, intellectual curiosity, and a commitment to evolving alongside a changing world are deeply ingrained in the culture here, and those are principles I prioritize personally as well. We often encourage clients to align their investments with their values, and for me, joining Bernstein was a natural extension of that philosophy.
I was first introduced to the firm as an intern, and I found myself surrounded by individuals who were not only highly thoughtful and analytical but also invested in each other’s growth. The combination of strong mentorship, collaboration across teams, and a culture of innovation made it a place where I knew I could develop both personally and professionally.
What kind of experience do you offer to your clients?
In partnership with Rick Monfred and Joe Brodecki, I provide a highly responsive, relationship-driven experience centered on thoughtful advice and long-term partnership.
I work with a range of clients, including business owners, entrepreneurs and multi-generational families, with a particular focus on empowering next-generation family members and women to feel confident navigating financial decisions.
Many client situations are complex and interconnected, so we take the time to understand the full picture, think strategically, and break down ideas into practical steps. Clients rely on us to be proactive, organized and responsive, and we aim to build trust through consistency and reliability.
Beyond investment advice, I support clients through different stages of life, from growing their families to navigating periods of change, which is the most rewarding part of what I do.
What passions do you pursue outside of work?
Outside of work, I love to read and almost always have my Kindle with me. I am an avid Goodreads user to track what I’m reading and get recommendations from friends, since I’m always looking for new suggestions. One of my recent favorites is The Nightingale by Kristin Hannah. It completely captivated me and is one of those books I’ve thought about several times since finishing.