What has inspired you to stay at Bernstein for as long as you have?
The people. I am proud to be at a firm that puts its people first and encourages collaboration. Bernstein is a world-class wealth management firm with an open-door policy from the CEO down. Not only does that make it a great place to be every day, but it allows me to bring in experts and provide industry-renowned advice.
What passions do you pursue outside of work?
Outside of work I enjoy running, biking, swimming and coaching, and I have recently taken a deep dive into cooking. As a native New Yorker, there is nothing better than wandering the streets of the city, finding new coffee shops and restaurants in every neighborhood. In trying to become a more diligent reader, I’ve recently finished (and would highly recommend) two chef memoirs: Kitchen Confidential by Anthony Bourdain and Eat a Peach by David Chang (of Momofuku). In a future life, I like to imagine myself as the head chef at a top restaurant in New York.
What is the most fulfilling aspect of being an advisor to your clients?
The best part about my job is providing clients with insight into the complexities that come with financial planning. I feel most fulfilled when a client comes to me with a question—or a situation where they need guidance and advice—and using all the amazing resources Bernstein provides, I can help them find a solution and ease their concerns.