What inspired you to join Bernstein?
For many decades, my father practiced medicine. As a general practitioner, he was well-loved by his patients. They admired how he approached their health as a whole, rather than focusing on one symptom at a time. As I admire him so much, it was always a dream to follow in my dad’s footsteps. After two-plus decades of advising and bringing complex solutions to sophisticated investors, I jumped at the chance to join Bernstein. It was a unique chance to take care of people’s financial health and build my own family practice. Today, I navigate complexity with my clients and their professionals, which is exactly where I am meant to be.
If you didn’t work for Bernstein, what else would you be doing?
I am a navigator! In all facets of my life, I show others how to handle complex issues and relationships. I also am driven to discover, build and protect the dreams of others. As an entrepreneur, active Long Island resident, anti–human trafficking advocate, thought leader, mom and wife, I invest in efforts that provide others with success and happiness. Bernstein also encourages my work in the community, which is something I am incredibly grateful for. If I did not work for Bernstein, I would continue my board role at UNITAS (United to Fight Against Human Trafficking), an anti–human trafficking nonprofit organization, where I love to volunteer. I would also spend more time on our family sailboat, Tigress, navigating the seas and writing about how complex people’s relationship is with money. This topic has fascinated me throughout my entire advising career and I am presently writing a book about it.
Tell me about the types of clients you work with.
For two-plus decades, I’ve brought sophisticated solutions to complex investors and positioned them for optimal outcomes. My practice is focused on business owners, entrepreneurs, ERISA plans, endowments and foundations. My role is to uncover each client’s unique beliefs and goals to form a financial roadmap. This roadmap isn’t only for specific circumstances, but rather to encompass dreams and ambitions as well. For example, the more a business owner or an investment committee can pre-experience financial decisions and conditions, the better connected they will be to their wealth and outcomes.