What has inspired you to stay at Bernstein for as long as you have?
Without a doubt, Bernstein’s people and culture inspire me to continue to build my career here. From the high-caliber talent to the maniacal client-focused culture, to the deep curiosity and research-focus, Bernstein is a home that fuels my intellectual curiosity. When I learn something new on a daily basis, I know I am living up to my full potential. Yet, working at the firm also demands personal and professional growth as we continuously evolve as a whole. As Co-founder and National Director of the Family Engagement Services group, I’ve exercised my entrepreneurial spirit as we develop this service line. I’ve also recently served clients in new ways acting as sounding board, active guide and facilitator, accelerating Bernstein’s growth and my personal evolution. In developing these complementary services, which address the “softer,” and often tougher, side of finance, I’ve been able to bring my EQ to the table more than ever before. I’m confident I’ll continue to grow at the firm.
Tell me about an example of how you helped someone find purpose in their wealth.
Every day I lead clients on a journey of self-discovery. Through this thoughtful, intentional and creative discovery process, my clients define purpose for their wealth—and establish a plan to successfully carry it out. Some of the types of clients I am an expert in assisting are as follows: entrepreneurs with new liquid wealth who want a comprehensive philanthropic plan that will generate the change they would like to see in the world; successful executives who I partner with to implement a comprehensive financial education program for the next generation; multigenerational family business owners who require the implementation of strong family governance practices; and lastly, clients for whom I create and execute family engagement plans that complement and bolster their investment, tax and legal plans to provide the most comprehensive support to their success.
Which personal accomplishment makes you proudest?
In late 2016, I felt a calling to become a more informed and engaged citizen. This epiphany led me to pursue a master’s degree in public policy at The University of Chicago Harris School of Public Policy. Being in a senior role, and deep in mid-career growth, made this an unusual and trying time for such a pursuit. Still, through the support of my Bernstein colleagues, in combination with my friends and family, I successfully completed an extremely rigorous part-time program—while never letting up on the pace of my growing professional responsibilities. While maintaining a full-time job and attending a two year-program left little time to socialize, in the end earning a degree was worth it. This educational experience provided a strong foundation for my growing curiosity into evidence-based public policy and social impact. It also intersects with my daily work as I encourage clients to pursue socially responsible investing and educate them on how to most effectively implement it.