Wealth Advisor

Sepora Makabeh

Advisor Headshot

I Bring Clients My All

Growing up, I wanted to be a physician. That is, until I realized medicine wasn’t my passion but rather helping other people be more fulfilled. I seek to fully hear, see and understand my clients to maximize their impact.

What inspired you to join Bernstein?

I remember the moment I was introduced to Bernstein with immense clarity. Walking across the grass outside of my university’s library, I spoke with a Bernstein advisor who made advising sound like the dream career it has become for me. This advisor broke any preconceptions I’d had about wealth managers. He was truly invested in his clients and explained, at length, how he used Bernstein’s myriad innovative solutions to achieve their goals. First and foremost, I was impressed by the genuine care in his voice, as he described his client relationships, which were comparable to family. Additionally, I was also amazed by how much Bernstein differed from everything I had previously heard about wealth management. Back then, I dreamed of being in his shoes. Now, I feel so fortunate to say that I look forward to coming to work every day and achieving my new dream: bringing my clients my all. By my definition, I ensure they’re heard, understood and effectively positioned to meet their goals.

If you didn’t work for Bernstein, what else would you be doing?

I’d work for a female-focused venture capital fund if I didn’t have the job I currently love at Bernstein. I’m incredibly passionate about empowering women, so my objective would be to provide founders with the necessary capital to achieve their goals. With everything that I do, I want to encourage boldness in the next generation of women. If I couldn’t support talented female entrepreneurs through a venture capital fund, I’d find another route to fund and elevate them because that is my passion. From Bernstein and beyond, I want to cheer amazing women on as they become solid role models for young girls globally. We need more powerful role models and it makes me feel good contributing to the cause.

How have your values and personal background uniquely positioned you to work with your clients?

I have strong Middle Eastern roots. In my family, there’s a lot of us, so sometimes, you can barely hear the person next to you at the dinner table. And every member of our family is opinionated, so it can be extremely tough to get a word in. Yet, by spending so much time with my family, I’ve internalized the importance of making others feel heard. This was also a situation that taught me empathy, which I would describe as being able to attune myself to the needs of others. Now, as an advisor, I naturally make clients feel supported and understood. Whatever the circumstances are, I know how to singularly focus on my clients, which they value.