What has inspired you to stay at Bernstein for as long as you have?
Bernstein has provided world-class investment research and management to clients for decades, but what is often overlooked is how unique and special our teams truly are. As a National Director with over 20 years of experience, I know how rare it is to have the kind of culture that we have at Bernstein. The curiosity of our people, client-focus, collaboration, and humanity that is embedded in our culture inspires me to continue driving strategic transformation and growth. Bernstein’s value of doing right even when no one is watching aligns perfectly with my own moral compass and permeates throughout the organization to bring confidence to our clients. I am energized by the opportunity to lead our teams through change, foster innovation, and encourage forward-thinking strategies that position us—and our clients—for long-term success.
What inspired you to join Bernstein?
My parents and extended family have impacted my life in the most positive, profound way. Throughout my childhood, I was told on a regular basis stories about hard work, persistence, acting with integrity, and appreciating the sacrifices prior generations had made for us. Fortunately, the same values I admired in my own family are exactly what I see as the threads that tie together the cultural fabric at the firm. By enhancing our investment offerings, fostering innovation, and building a more inclusive culture, we drive strategic transformation that empowers our teams to deliver the best for our clients. Bernstein treats its people with the utmost respect, which we then, in turn, give to our clients.
What passions do you pursue outside of work?
From age 12 onward, thanks in large part to an enthusiastic 7th grade teacher, I became obsessed with the Spanish language and culture. This quickly transformed into a fascination with learning the Spanish language and traveling to Spain so I could interact with and get to know the country through the locals. Today, my wife, son, and I—avid and aspiring world travelers—take every opportunity to have new experiences together. Whether it’s exploring new countries, attending art exhibitions, or learning about our family’s heritage, we embrace growth and innovation in our personal lives by seeking out the new and unexplored. We have enjoyed exploring different countries, including various parts of the Caribbean and Europe, and studying new languages as a family unit. Whatever the medium, we are committed to continuous learning and discovery.