What inspired you to join Bernstein?
Prior to joining Bernstein, I spent a decade working at several big banks and a small boutique RIA in the private wealth space. Looking back on this experience, I can tell you wholeheartedly that the private wealth industry has become increasingly commoditized. Bernstein is an indisputable industry unicorn. Our fearlessness to do things differently is why we are at the forefront. As the world’s largest independent research firm, clients value us for our intellectual capital. We also go above and beyond the scope of traditional wealth management by engaging the entire family. Through educating multiple generations on their family’s individual value system, and how it has transitioned over time, we prepare them on how to properly receive wealth. I’m proud to work for a firm that consistently goes the extra mile for our clients. This is the first and only firm that met my unwavering standards in terms of fiduciary capacity.
What passions do you pursue outside of work?
I have a large Italian family and love spending my free time with them. As a college football and baseball player, I naturally enjoy watching and playing most sports. To boot, I am an avid runner who has completed a handful of half-marathons across the country. After all of that physical activity, I look to meditation and yoga to relax my body and brain. My fiancée Lauren and I love to travel together. Most recently, we’ve visited Costa Rica, Iceland and the Bahamas. Next up for us are Maui and Tokyo. I also enjoy playing strategy games such as chess, which is an excellent workout for my mind. There are many parallels between chess and investing, and becoming a skilled player has certainly helped me become a better advisor and investor. Lastly, climate change and accessibility to clean water are two social issues I care deeply about. Through Bernstein’s purpose-driven investment solutions, clients can pursue both profits and purpose from their portfolios.
Tell me about the types of clients you work with.
I am so fortunate to have attracted the most amazing group of clients, many of whom have a huge impact on the world. Whether it is an entrepreneur building the next big tech company or a nonprofit whose mission is helping underserved youth, it’s thrilling to be in their corner. My clients are building something much bigger than themselves, and I sincerely believe all of their missions will help thousands, if not millions, across the globe. Best of all, I share that same desire to improve the lives of others. I am so grateful that I get to fulfill my purpose while also doing something I love. My clients inspire me every day to be the best advisor I can possibly be.