What inspired you to join Bernstein?
In my career, I’ve had the privilege to work for some of the most prestigious firms in the world. Bernstein was the firm I wanted to join because it is one of the most recognized and respected global wealth management brands. However, Bernstein’s true selling points for me were the depth and breadth of its investment capabilities and the ways in which the firm actively places the client and their requirements first. Since joining the firm, I’ve been impressed by the impact it has on communities around the world combined with its boutique feel, which is a rare balance to achieve. The strength of Bernstein’s name, the legacy of its capabilities and the character of the company initially drew me in—and have made me feel proud to say that I work here ever since.
What differentiates you from other advisors?
Before my career in wealth management, I walked an entirely different path. I received my Master’s in Divinity and was a Staff Pastor for a megachurch. I’ve learned two languages, led multiple campuses, I’ve spoken to thousands and traveled extensively, which gave me the unique advantage to learn from communities all over the world. By means of all these experiences, I found my power source derives from being a voice for global families. Therefore, it made sense that my focus as an advisor should be to interface with complex global families who have complicated needs because of the nature of their circumstances. My clients often need an advisor to help them think through pre-immigration planning, transferring wealth to multiple generations in other jurisdictions and, for global offshore families, how to employ their capital in alternative investments. My area of expertise focuses on cross-border families whose finances are complex in nature and who have multi-jurisdictional issues.
Which book had the most profound impact on you and why?
My favorite quote is “Never leave the posture of a student“ and I live by that statement. I learn through reading at least 60 books a year. Some of the books that have had a profound impact on my life are:
Go Tell It on The Mountain & The Fire Next Time by James Baldwin
Meditations by Marcus Aurelius
Sapiens by Yuval Harari
Thou Shall Prosper by Rabbi Daniel Lapin
The Ascent of Money by Niall Ferguson
The Magic of Thinking Big by David Schwartz
Each of these books defines a piece of who I am as an individual and as an advisor. They touch upon my love for my faith, history, philosophical theory and generational wealth. When someone sees me, I want them to see more than just a pastor or a global advisor, but I want to be seen as a Renaissance man—a man who could be all, do all and excel at all.