What inspired you to join Bernstein?
Three things made it the right place for me to plant my professional roots. First, we start with our clients’ “why,” not with an allocation. Our approach is centered around our clients’ individual needs, priorities, values and visions for their legacy. Our commitment to research and innovation ensures that your plan is flexible and adaptable to changing market conditions and your evolving needs. At the end of the day, everything we do is in service of your goals and aspirations. Second, Bernstein puts people first—both internally and externally—and they back that commitment up with action (ask me for examples when we meet). Lastly, we work as one team together and with our clients’ other trusted advisors, taking full advantage of each other’s strengths and areas of expertise to create a total ecosystem for our clients, all with the single objective of helping clients achieve their goals and dreams and leave a lasting impact on the world they’ve created.
Tell me about the types of clients you work with.
I have the privilege of working with clients of diverse backgrounds, genders and ages. However, my core area of specialization is in working with high-net-worth dynamically global individuals and families. This includes cross-border families, business owners, corporate executives, women and individuals going through pivotal life transitions.
What passions do you pursue outside of work?
Outside of work I like to spend time on long walks or playing with my dog, exercising with friends, traveling with family and cooking for the people I love. I also support a number of nonprofit organizations in the DC metro area community, including the N Street Village and Suburban Hospital Foundation, to name a few.