What has inspired you to stay at Bernstein for as long as you have?
I’m frequently asked by prospective employees, “What has kept you at Bernstein for 30-plus years?” Even in all that time, my answer has never changed: 1) the people 2) I believe in everything we do. My partners are intellectually curious, collaborative, driven, ethical and, without sounding trite, nice people. We are all working together toward the same goal—to manage money in a way that is best for our clients. The collaborative, compassionate and ethical nature of our people is why Bernstein has been in business, and thrived, for over 50 years. Many firms will say they are culture- and client-focused, but we all know this isn’t true. That’s why it’s a beautiful thing to wake up in the morning knowing you work for a firm with zero conflicts of interest, and one that will always place clients’ needs first.
Who has been the most influential person in your life?
My parents had the greatest impact on how I live my life today. While they were very hardworking, I also remember how much time they spent giving back to their community. This has stayed with me and inspired me over time. I chair the Social Action Committee at Brotherhood Synagogue and am a member of our Racial Justice Committee. The mission of both committees is to heal and repair the world. While this seems like a lofty goal at times, I keep a positive attitude and work hard at making an impact however I can.
Which book had the most profound impact on you and why?
Doris Kearns Goodwin’s Team of Rivals: The Political Genius of Abraham Lincoln. The takeaway that has stayed with me after reading this book is Lincoln’s relationship with his cabinet members. This historical leader and icon intentionally surrounded himself with people of differing views, which I personally think is so important. To quote Doris Kearns Goodwin, an American biographer, historian and political commentator, “Good leadership requires you to surround yourself with people of diverse perspectives who can disagree with you without fear of retaliation.” This is a mentality I bring to my managing director role every day.