What inspired you to join Bernstein?
I joined Bernstein to ensure my clients were the top priority not just for me but for the firm as well. Our fiduciary standards, combined with our focus on research and investment management, allow us to provide clients with unbiased, comprehensive advice.
Tell me about the types of clients you work with.
My clients are athletes and entertainers, entrepreneurs and business owners, and corporate executives who share two commonalities. First, they all face the challenge of navigating the blessings and burdens that come with significant wealth. Second, nearly all of them come from humble beginnings and have a unique skill set that has propelled them to where they are today. As their trusted advisor, I focus on the areas of strategic planning and money management to help mitigate the burdens and amplify the blessings of their newly created wealth.
What passions do you pursue outside of work?
Outside of work I am a husband, a father, and an avid golfer. I also enjoy Brazilian Jiu-Jitsu. I am actively involved with two organizations focused on providing resources and opportunities to underprivileged youth—Future 5 in Stamford, CT, and Education Success Foundation in my hometown of Rochester, NY.