What inspired you to join Bernstein?
I’m a person with many different passions and a drive to innovate. Joining Bernstein has afforded me the opportunity to merge my pioneering spirit and a wide variety of interests including health and wellness, music, travel, wine, starting businesses, Ironman Triathlons, film, impact investing, arts education, and helping to develop the careers of uniquely passionate individuals. Bernstein has given me the ultimate gift by providing me with a platform through which I can explore these passions. I do this by advising clients and colleagues who work in the areas that I am interested in or who share a passion with me. Due to Bernstein’s interest in my interests, I have continued to evolve during my career at the firm as much as the firm itself.
What is the most fulfilling aspect of being an advisor to your clients?
After 15 years in NYC, I am lucky to be charged with building the Private Client Group at our global headquarters in Nashville. For an entrepreneur, this is my dream job: building a business with incredible resources for a pristine brand. I’ve consistently worked with complex clients, from business owners to musicians selling their song catalog. My unique experience enables me to connect more deeply with clients who value freedom and leaving a mark on the world. Aided by an understanding of their vision and the unique pressures they face, we provide them with security so they can focus on their personal and professional goals and the legacy they aspire to create. The complexity and sophistication we offer in terms of planning and investing are needed in Nashville. I couldn’t be more excited to lead that charge with Bernstein, the most innovative firm in the business. The change we seek to make in the community is simple: they know they have a true partner unlike any that came before.
If you didn’t work for Bernstein, what else would you be doing?
Since I was a kid, I wanted to be an orthopedic surgeon or a film composer. These two dreams led me to pursue a diverse education and a unique career path. After attending Cornell University, where the plan was to go to medical school and become a surgeon, my passion got the best of me and I found myself on stage. This experience led to the launch of my first business and the rest is history. As an advisor today, I work closely with some of the world’s most prominent surgeons and artists. So, even though my life looks completely different today from the plan I had in college, it all worked out for the best. However, to answer the question, if I weren’t at Bernstein, I would most likely be performing surgery while listening to Hans Zimmer.