What inspired you to join Bernstein? What has inspired you to stay at Bernstein for as long as you have?
Wealth management is an extremely personal business with a foundation built on trust and integrity. I knew that I wanted to be a Wealth Advisor, but only at a firm that adhered to the highest ethical standards—a fiduciary. When I discovered that Bernstein was not only a fiduciary, but also solely an investment manager without the potential conflicts of interest present at larger financial institutions, I knew that Bernstein was the only firm that I would want to work for. Almost over a decade later, this decision has been validated many times over.
Tell me about the types of clients you work with.
I work with individuals and families who are burdened with the complexities of their unique wealth. These complexities are often intertwined and can range from planning multi-generational wealth transfers to planning around a significant liquidity event, like a business sale.
In the business transaction and exit planning ecosystem, I have a particular niche in working with multi-unit franchisees planning an exit.
What passions do you pursue outside of work?
I love to explore, travel and learn (and root for the Yankees). From an early age, my parents instilled in me the importance of traveling and learning from other cultures to develop a worldly, well-informed perspective. Travel is a passion that I share with my wife and daughter. I am a history buff and a die-hard Yankee fan, which can both be attributed to my father.
Among several not-for-profit organizations that I am involved in, I am deeply passionate about American Corporate Partners, where I serve as a career development mentor to military veterans.