Tell me about the types of clients you work with.
My clients are successful individuals and families with significant wealth who value advice and a long-term partnership with their advisor. The common thread between my clients is hard work, high integrity, a philosophy of having fun along the way and a desire to leave a lasting impact on the people around them and the charitable organizations they care about.
What has inspired you to stay at Bernstein for as long as you have?
When I joined Bernstein back in 2005, I was hopeful that it would be a great place to work. The culture of our firm, which is perpetuated by a palpable pride in being a part of Bernstein, immediately inspired me. After nearly two terrific decades, I’ve stayed because the firm has been better than I could have imagined; I consider my colleagues as part of my own family. Bernstein stands out amongst our competitors with its commitment to put clients’ interests ahead of our own. In a landscape where most investment managers look alike, Bernstein has evolved in just 50 years into an organization unlike any other. We have the resources of a global research firm but the services of a boutique.
What passions do you pursue outside of work?
I cherish the time I spend with my family, friends and my two mini labradoodles, Charlie and Ellie. On weekends, I enjoy walking my dogs around my alma mater Rice University, where I played tennis on scholarship. I can also be found trolling the city for tasty food, watching sports of all kinds, playing golf and enjoying all that Houston, Texas, and beautiful Santa Fe, New Mexico, have to offer. I also enjoy my volunteer commitments serving on the Board of Trustees for the Houston Holocaust Museum and the advisory board for Bellatorum Resources, a veteran-owned oil and gas mineral firm.