Advisor

Robert Statton

Life Is Complicated. I Advise.

Clients come to me at different inflection points in their lives. They are planning for the sale of a business. There has been a generational wealth transfer. Perhaps a divorce. The common theme...complexity. At those turning points, I advise.

What inspired you to join Bernstein?

I work hard. I love my family and friends. I like to have fun. All of this being said, I take pride in working for a company that values me as an individual. Plain and simple, I joined Bernstein because we are a firm that values the responsibility to always do what’s best for our clients. One example of this—we don’t outsource our services to other money managers, which can often cause communication problems. We do our clients’ investing and planning internally, and in a way that is unique in the industry. What I mean by the latter is, the options are limitless at Bernstein because of the myriad global resources we have at our disposal to leverage for clients. For example, our Wealth Strategy team is the perfect group to call when clients are uncertain if the sale of their business will allow them to retire. I also call upon our Senior Investment Strategists to educate my clients on how to align their investments with environmental, societal and corporate governance outcomes.

What is the most fulfilling aspect of being an advisor to your clients?

Being a source of answers and ideas for my clients, especially when their lives are complicated or chaotic, is hugely fulfilling. When a client trusts my team and me enough to reveal their vulnerabilities and insecurities to us, I know I have done my job to the best of my ability. To foster that level of confidence is truly heartwarming. Even more so than being someone my clients feel comfortable talking to, I love being able to use Bernstein’s amazing wealth of resources to respond to their problems with solutions. One of my clients wasn’t sure if they were going to be able to retire after selling their interest in a business. So my team ran a series of planning analysis to show them that they could sell the business with confidence and look forward to a happy retirement. This brought them joy and made them feel secure that they could live their best life after working incredibly hard.

Which personal accomplishment makes you proudest?

The accomplishment I am proudest of is having the privilege of being a husband and father. I’m lucky enough to be married to a woman who, quite simply, makes marriage easy. I work hard and try my best to have as much success as possible for her and our children, because she does the same for us. My job as a father is one of the hardest and most rewarding ones I will ever have. My young girls are age two and five so I have a long way to go as far as raising them. However, I’m excited to do it because they are such strong, funny and loving little people. It’s a privilege to raise them. My aim, as a parent, is to keep that trend going as we need more good people on this planet.

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