What passions do you pursue outside of work?
Outside of work, I am passionate about giving back to my community through various charitable organizations, including the Municipal Art Society, World Monuments Fund, Metropolitan Waterfront Alliance, PS 1 for Contemporary Art (MOMA), God’s Love We Deliver, Santa Clara University and the Alliance for the Arts (Chairman 2000–2005). I am also a Commander in the Confrérie des Chevaliers du Tastevin, a food and wine organization, the Polar Bear Club of Alaska for cold water swimming, the New York Athletic Club, and have completed the New York City Marathon.
Share one of your most memorable professional accomplishments with us.
One of my most memorable professional accomplishments has been to provide asset allocation and wealth planning advice to individuals, families, not-for-profits, endowments, foundations and entrepreneurs at Bernstein for over 32 years. It has been an honor to work with such a diverse group of clients and help them achieve their financial goals. Additionally, I am proud of the regular series of off-the-record forums I host for public officials, authors and policymakers. These forums have featured a wide variety of guest speakers, including presidential candidates, US senators and representatives, seated governors, foreign diplomats, New York City mayors, presidential appointees, successful leaders and authors.
If you didn’t work for Bernstein, what else would you be doing?
If I didn’t work for Bernstein, I would still be involved in the financial industry in some capacity. I have always been passionate about finance and helping others achieve their financial goals. However, I also have a strong interest in politics and would consider a career in public service. Hosting the off-the-record forums for public officials, authors and policymakers has been a great way to stay involved in politics and make a difference in my community.