National Director, Investment Insights

Matthew Palazzolo

My Reward Is the Satisfaction of Providing Advice

In my multifaceted role, I pair a foundation in finance, markets and economics with many years of experience working with the idiosyncrasies of family clients. The advisory process and accomplishment of a family’s goals are very rewarding.

What has inspired you to stay at Bernstein for as long as you have?

It’s the culture that has kept me at Bernstein for over a decade. Many firms on Wall Street talk about culture but rarely does it permeate an organization as it does with us. Perhaps it’s because Bernstein is still of modest size compared to the banks and brokerage firms we all know. Perhaps it’s because we’re only 50+ years old instead of 150+ years old. Whatever it is, the culture is tangibly felt through the shared purpose we all have: to deliver prudent investment and wealth advice for our clients. This makes coming to work each day enjoyable.

What passions do you pursue outside of work?

Outside of work I spend most of my time with my family. My wife and I spend our weekends and time after work at our children’s activities. My son is an avid soccer player and my daughter a dancer. On a personal level, I enjoy eating out, exercising and periodically getting a respite from NYC in the many rural areas surrounding the city.

If you didn’t work for Bernstein, what else would you be doing?

My daughter posed this same question to me on vacation recently. My answers were: 1) Restaurateur 2) Litigator 3) Professional athlete. Each of these professions is on my list for different reasons. Restaurateur: I’ve always enjoyed good food, and so to marry food with business would be enjoyable. Litigator: I’ve always thought it was very satisfying to build an argument and present a case that is rooted in well-researched evidence. Professional athlete: I played college athletics and have missed the competitiveness that comes through sport. Going to the gym just isn’t the same!

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