What inspired you to join Bernstein?
I was inspired by the opportunity to be a “financial quarterback” to highly motivated clients, connecting them to others with similar mindsets and simplifying their financial concerns. I want to help my clients follow their dreams, knowing that they are supported by someone who will be trustworthy and accountable, and will guide them through life’s complexities.
At Bernstein, I have the opportunity to impact a client’s life in many ways outside of their financial goals and aspirations. The time we have on Earth is precious and the opportunity to create a legacy that lasts beyond our lifetime is what matters more than just the financial wealth we accumulate.
What’s the best way for people to put their wealth in perspective?
Accountability is important in this relationship because if I am not willing to hold myself to the standard I expect of others, how can I expect the same in return? It is okay to make mistakes, but it is just as important to identify them quickly and learn from the experience so there can be true growth. Mistakes can help us gain a better perspective on what truly matters.
When I think about my relationship with my clients, I am always reminded of the poem If by Rudyard Kipling:
If you can dream—and not make your dreams your master;
If you can think—and not make your thoughts your aim;
If you can meet Triumph and Disaster
And treat those two imposters the same;
With over 20 years of experience in the financial industry, I have seen both good and bad markets. And I know that those who are upfront and accountable enjoy the longevity and trust of their clients. That is what matters the most. Clients want to know you are aligned with them and empathize through the good and tough times.
If you didn’t work for Bernstein, what else would you be doing?
Outside of Bernstein, I have two other jobs already! For the last 12 years, I have been broadcasting football games for Boston College. The opportunity to stay close to a sport that has taught me so much about life keeps me young and appreciative of all the hard work and sacrifice of those young men so that they can chase their dreams. Football is a lot like life. It is not always glamorous, but it does teach the value of teamwork and how amazing things can happen when a group of people come together with a common goal, trusting that the next person is committed to that same thing. The second most important outside job—and my proudest accomplishment—is being a father to my four children. I have done a lot of special things in my life but nothing compares to being a father. I’m honored to have the opportunity to provide them guidance, unconditional love, and push them to be the best that they can be while pursuing their hopes and dreams.