Advisor

Judi Rosenthal

My desire is to achieve environmental and social justice through investing

Every family has a story. The roots of our history are connected to the mark we make on this world and the legacy we leave behind in it. My clients are conscious of their own personal impact. I view my role in their lives as someone who can guide them to do well financially while also doing good.

What inspired you to join Bernstein?

I joined Bernstein because of my passion for solving inequality. I believe there is a real opportunity to achieve environmental and social justice through impact investing. The sustainable investing platform at Bernstein is part of a 50-year legacy of the firm’s deep research capacity.

I have the privilege of working with colleagues who are premier innovators and thought leaders. The solutions for the problems that face climate change, healthcare, education and diversity are found at the intersection of policy, philanthropy and capital markets investing. I want to help people understand how to make money while also making a positive impact on the world around them. I enjoy working with families to develop a customized investing thesis and get excited about contributing to projects that directly invest in infrastructure to support and rebuild marginalized communities. The highest standards of due diligence and rigorous research are the mechanisms for accountability and sustainability, and this is where Bernstein is highly differentiated.  

Tell me about the types of clients you work with.

My clients are seeking a way to resolve any potential conflicts between consumer and philanthropic behavior and their investing of core capital. I find they are increasingly interested in assessing their portfolios, knowing more about what they own and proactively looking for opportunities to be more intentional in developing an impact strategy. We work together to explore and identify each client’s family legacy, which then helps me to design a portfolio that is personalized to best reflect their individual intentions. The goal is to always create a positive impact for generations to come. 

Which personal accomplishment makes you proudest?

Becoming a mother has been the most transformative experience of my life. There is nothing that makes me prouder than to provide my daughter and son with a loving, stable, healthy and joyful childhood. My greatest accomplishment is seeing them explore their independence and learn to be self-sufficient. I try to exemplify the saying, “our children are watching” in terms of how I conduct my business. I think my children know how important it is to me that my work is about doing my part to make the world better. I expect them to do the same.

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