What inspired you to join Bernstein?
I wanted to be a part of a firm that excels at delivering thoughtful advice and thoroughly researched investment management expertise to clients. However, more importantly, I saw that the culture and quality of the people at Bernstein could not be matched by any of our competitors. My personal nature is to never allow myself to be complacent, which is why I was attracted to Bernstein and its storied history of being a pioneer and innovator. I will never stop growing as a professional at Bernstein because the environment fosters opportunity and the proper support to grow within the firm. Another reason I feel fortunate to work here is to have the freedom, and challenge, of finding creative ways to help my clients reach their financial goals. The ability to use my creativity is a rarity and another way in which I can grow as a professional.
What kind of experience do you offer to your clients?
I have a passion for delivering excellent service to my clients, and I’m committed to finding the right solution, strategy and best result for them. It’s a joy to wake up each day motivated to help my clients address their unique challenges, and I feel fortunate to be able to do this with my partner Scott Repke. Together, with our combined experience and the talented colleagues in our Wealth Strategies Group, we support our clients and steer them through the complications of the capital markets. Additionally, our partnership expands to a different area of wealth management to support the multigenerational families we work with and my personal focus on the next generation.
What passions do you pursue outside of work?
I have a young son and an amazing dog who keep my wife and me busy. We love to travel and, as the family grows, so will the family trips. Two of my most favorite activities are playing golf and skiing, which I love to do particularly with my family and friends, as a way to spend time together. I’ve made it my goal to instill the values of hard work and striving for my personal best into my personal and business lives. This sage piece of wisdom I gleaned from my father, whom I respect and have always admired. I am also very involved in The Haverford School, an all-boys college preparatory day school in Haverford, Pennsylvania, in various capacities, supporting the growth and culture of the school.