What inspired you to join Bernstein?
Bernstein first came onto my radar in college. While I wanted to be a part of the team then, even saving our initial correspondences, it was not the right time. Finally joining this global partner, with whom I share the same values of intellectual curiosity, honesty and integrity, felt like a full-circle moment. Collaboration is now more important than ever in the world of finance. Bernstein leads the way in this respect by coupling the hard, fast facts of research with our flexible, friendly and dynamic client engagement. This exciting environment allows me to be a true client advocate and investment manager. Here, I am able to amplify the connections that I have and use our insights to guide my clients and empower them to make the best possible decisions.
What is the most fulfilling aspect of being an advisor to your clients?
Maya Angelou phrased it perfectly: “I’ve learned that people will forget what you said, people will forget what you did, but people will NEVER forget how you made them feel.” My clients, all of whom are mavericks, and I move to the same beat. It’s an honor to be in the trenches with them as they build their businesses and careers. To understand what drives clients, I talk to them like a friend, taking a collaborative and empathetic approach to our discussions. My goal is to foster open and honest communication so I can figure out what they would like to accomplish over the next 5, 10 and 15 years. In turn, they feel comfortable diving into more private topics, such as their family relations, ambitions, concerns and values. After bringing this information to light, we work together to chart the most efficient plan to execute their vision. I take each nuance into account and really dive into their world, so they can invest with purpose. I’m considered a partner in all their ventures.
What passions do you pursue outside of work?
As a whole, new, challenging pursuits that might scare others energize me. My passions include equity and inclusion, mentorship and the arts. Specifically, dance and music are very dear to me. As a Belmont Hill graduate, I serve as a Member of the Corporation and a Board Director of the Multicultural Alumni Partnership (MAP). In this role, I run a mentorship program for juniors and seniors. As a dance enthusiast, I sit on the Steering Committee for the Young Patrons Circle of Alvin Ailey American Dance Theater. There, my focus is engaging new and current members and carrying on Mr. Ailey’s legacy of making the arts visible, accessible and representative of a wider context. Dance has helped me to understand myself and develop discipline, problem solving and leadership abilities. It represents my personality: fiercely competitive, yet graceful. In my free time, I enjoy playing golf and curating memorable experiences with family and friends.