What inspired you to join Bernstein?
There are many reasons why I was inspired to join Bernstein. First and foremost is our firm’s structural integrity, which is why we are considered by our clients to be more than a money manager. Beyond the firm’s pristine reputation, which was first established in 1967, Bernstein’s team is composed of brilliant, caring people who focus on understanding each client’s personal vision. We collaborate in a fluid manner to help ensure that our clients have as good a life as possible. Our objective is to provide clients with the loyalty, compassion, guidance, and expertise, both within and outside of the firm, that they need to achieve their goals.
What passions do you pursue outside of work?
Outside of work, I look forward to running on the beach, writing articles for my column in the Jewish Journal, playing the role of a matchmaker in work, life, and love for work, life, and love, and studying how ancient Jewish wisdom and the Hebrew bible can guide me to be the best version of myself.
However, the highest item on my priority list is being a supportive mother to my three sons, ages 22, 19, and 13.
What is the most fulfilling aspect of being an advisor to your clients?
Saying “YES!” to working with my clients is the most fulfilling aspect of the advisor journey.
Once my clients and I make a commitment to one another, I move on to the fun stuff like discovering all of the financial questions that keep my clients up at night and working with my team to create a plan to resolve them. We love showing clients what is possible. I also get immense satisfaction from proving myself to clients and demonstrating the meaning of the word “yes.”
Yes, they can indeed buy that second home, invest significantly in a start-up, give a large charitable gift, and provide the down payments on their children’s home.
Money in itself should not be a goal but rather a tool to make dreams come true. The best part of my job is guiding clients to the strategies and vehicles ideal for their investments. After taking the time to get to know my clients and understand what truly matters to them, I manifest the vision they have for their life.