The people. During the interview process, I remember being blown away by how intellectually curious and engaging each person was. Our discussions, which ranged from the markets to current estate planning strategies, showed me how smart, caring and at the top of their game the people at Bernstein were. I could tell, immediately, that they saw their coworkers as more than just your average colleague. Everyone joked with each other and shared stories about how they collaborate on various projects, which sealed the deal for my decision to join the firm. Seven years later, I still find myself impressed with how intelligent, accomplished and team-oriented my peers are.
Share one of your most memorable professional accomplishments with us.
When I was a senior associate, I had two associates join my team. While interviewing them, I realized they each had very little wealth management experience but expressed a deep desire to eventually become financial advisors. One of my most memorable professional accomplishments is watching them progress in their careers from brand new associates to the successful advisors that they are today. I’m really proud that I was able to give those advisors a career-launching pad and have a hand in teaching them the ins and outs of our industry and how Bernstein, as a firm, operates.
What passions do you pursue outside of work?
Sweets and sweat. I have a huge sweet tooth, which I satisfy by baking at home or visiting new bakeries where I sample their dessert tray. Of course, I try to balance my sweet tooth with sweat for health reasons. I love to work out and test drive new fitness studios in my area. Lastly, I am a huge fan of reading books and a proud patron of the New York Public Library. I also volunteer weekly with Reading Partners, a children’s literacy nonprofit, where I provide one-on-one tutoring with children who are reading below their grade level.