Shaina Olson

Advisor Headshot

Talent Development and Client Service Enthusiast

Since joining as a Coordinator, I’ve been promoted to Associate, Senior Associate, Senior NYO Managing Associate and Manager roles. As a former associate, it’s my mission to brainstorm new ways for associates and advisors to partner more effectively.

What inspired you to join Bernstein?

Growing up, I had a wide array of employment interests. Though I contemplated many different career options, there was one consistency throughout it all: my lifelong knack for customer service and client relations. In college, I studied sociology and, in my career, have always pursued client service roles as they were a natural fit for my personality. The philosophy that I lead with is, “What can I do for the betterment of clients versus hitting some arbitrary number?” I wanted a job where I wasn’t just a voice on the phone. So, when I heard about Bernstein, a firm that fits all of these criteria, I immediately knew I needed to know more. This was a firm where I could inject my resourcefulness, empathetic nature and love for sharing knowledge with clients. I could connect beyond business. In this respect, everything Bernstein does, from simple, daily correspondence to developing long-term plans, has made me proud to be part of the team.

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

The people at AB are the best of the best. The people at Bernstein are the reason I love to work here. Early on in my career, as I didn’t have a financial background, mentorship was critical to my success. It was such an amazing feeling to feel entirely comfortable calling on my colleagues for help or resources. Even better, to demonstrate the true partnership we have at Bernstein, colleagues felt at ease asking me for advice too. No matter how long you’re at Bernstein, you will never know everything. It’s critical to the success of our firm that we all work together and can rely on each other day or night. You’ll never hear “that’s not my job.” From teaching me a new skill set to answering a question in regards to something I am struggling with, my colleagues are always willing to lend a hand. The mentorship I’ve received at Bernstein, and friendships I have built here, are second to none. Those ideals are the true foundation for building a long, fulfilling and successful career.

What passions do you pursue outside of work?

They say after 10 years of living in New York City you can officially call yourself a New Yorker. Yet, ironically, while I am proud to call this wonderful city my adopted home, I just love being a “tourist” in my own backyard. One of the major perks of living in New York, as other locals know, is having the very best in live theater just steps away from my home. In college, I studied abroad in London, an amazing city that ignited my appreciation for theatre and all that goes into it, From Off-Off-Broadway to the most popular Broadway shows that are hardest to get tickets to (but worth the wait!), I savor every opportunity to see what is out there. I just love getting away from my phone, being present and absorbing the magic of the talented cast and the beauty of the over-the-top stage designs. The Big Apple offers theater experiences that you simply can’t find anywhere else. Some of my favorite productions include Spring Awakening, American Idiot, Wicked, and The Prom.