Tell me about the types of clients you work with.
Our team works with multi-generational business owners, entrepreneurs and executives, non-US/global families and some of the most significant single-family offices worldwide. I pride myself on being a true champion for clients and strive to add value in myriad ways, both inside and outside Bernstein. I founded and continue to host a private, curated roundtable for SFO principals and executives multiple times a year globally in locations like Hong Kong, Medellin, Dubai, London, Grand Cayman, Costa Rica, New York City and Palm Beach. The common thread in my practice is the significant levels of wealth and complexity—compounded by multi-faceted business assets, cross-border nuances and global single family office infrastructure. Of course, every family, family office and business is unique. Having the necessary expertise, global network and firm resources is paramount in creating customized solutions for clients. I assemble and lead local, national and global teams to holistically advise our clients to help maximize their success.
What has inspired you to stay at Bernstein for as long as you have?
Working with extremely talented, successful individuals and families is truly inspirational, and being their personal trusted advisor, confidant, and investment fiduciary is tremendously gratifying.
What passions do you pursue outside of work?
I have a passion for travel, meeting new people, and continuing to learn about all that the world offers. Some of the most rewarding experiences in my life involved living and studying abroad in Spain, Mexico, Ecuador, and Costa Rica. One of my most vivid memories is living with the Tzotzil Indians in the hills of Chamula in Chiapas, Mexico. Living with a family whose life experiences were so drastically different from my own provided a deep, transformative perspective about culture, tradition, community, humanity, money, and resources. All of this I bring to my client practice today. I am humbled and privileged to have traveled extensively throughout Europe, Asia, Latin America, the Caribbean, Africa, and the Middle East. My global network has provided me with important insights about people and business, which helps me provide the best advice to clients.