What has inspired you to stay at Bernstein for as long as you have?
At Bernstein, we are never stagnant. The culture is one of continuous growth, intellectual curiosity and collaboration. I am consistently amazed at my skillful, knowledgeable and creative colleagues who leverage their expertise to solve complex problems, drive innovation and create value for our clients. The Bernstein environment has motivated and challenged me in ways that have had an unparalleled impact on my personal and professional growth. Every day I am reminded of how proud I am to be part of such an amazing team.
What’s the best way for people to put their wealth in perspective?
Encouraging open and honest conversations about financial goals, personal values and priorities helps put your wealth in perspective and lays the groundwork for a successful relationship. At Bernstein, we strive to understand our clients on a deep and personal level. We build customized strategies that address challenges our clients face with advice and investment solutions that are in their best interest.
What passions do you pursue outside of work?
Outside of the office, I enjoy spending time with friends and family and try my best to take advantage of the warm California weather. I love riding my bike along the beach, playing pickleball on Sunday mornings, hiking in Malibu, Reformer Pilates, cooking homemade meals with friends and taking my dachshund puppy, Frankie, to the dog park.