What has inspired you to stay at Bernstein for as long as you have?
I joined Bernstein in 2010, wholly embracing the entrepreneurial spirit of the firm and arming myself with the vision of building a global practice. I wanted to align myself with what I believe to be the ultimate client-focused disruptor in the wealth management industry. From day one, I knew that I had found my home as well as the place I wanted to spend the duration of my career. The firm’s values reflect my own, which were instilled in me at a young age: work hard, treat everyone with respect, prioritize maintaining a healthy culture, make teamwork critical, reward excellence, and never forget your moral compass. I feel very fortunate that I love what I do, and I love where I do it. When you find that combination, you never want to leave.
Tell me about the types of clients you work with.
My clients are self-made entrepreneurs, executives, and cross-border families, largely in the healthcare, life sciences, and technology industries. They are innovators, visionaries, risk-takers, and builders. Outside of business, they are family focused, with a keen interest in ensuring that their core values are passed along to future generations. Their success in business has led to substantial wealth and resources for their family, but with those resources come increasingly complex questions that extend far beyond money management. They have executed on their vision for their business; together, we partner in executing on their vision for their family and philanthropic legacy.
What passions do you pursue outside of work?
I have three growing children who keep my wife and me very busy at all times. We love to spend as much time together as possible. Family has, and always will be, one of the most important aspects of my life. Outside of family, my interests include travel, fitness, food, and community involvement. Currently, I serve on the Philadelphia Advisory Board for the Network for Teaching Entrepreneurship (NFTE,) which teaches entrepreneurship to students from underserved communities. My passions and philanthropic interests intersect with my work on a daily basis.