What has inspired you to stay at Bernstein for as long as you have?
A few different factors have contributed to my decades-long Bernstein career. The culture of the firm values hard work, creativity, honesty, and innovation. This level of artistry and integrity is very uncommon in the finance world. Plus, even more atypical is the fact that there is 100% consistency from top to bottom in terms of all of these points. Every Bernstein team member walks the walk. Secondly, I feel like I am constantly learning and being challenged to grow because of the firm and its people. The continuous expansion of one’s skill set, experience, and wisdom is the life of a Bernstein Advisor. Finally, I feel like our firm has the planning resources, top-of-the-line research, and investment acumen to add substantial value to each of my clients. The combination of what we can offer our clients, along with the unlimited opportunity to build meaningful relationships, is very special to me.
What differentiates you from other advisors?
In my advisory role, I pride myself on taking a holistic view of clients and tackling the challenge of adding value in all forms to their lives. While providing strong investment returns is certainly a key tenet of what we do, I also believe there are many other areas in which I can add value. While this value isn’t always quantifiable, it’s critical to the success of my network. A constant part of my practice includes providing a networking venue where clients can listen to motivational speakers who inspire through their words and deeds. I am constantly trying to provide opportunities to my clients at both financial and nonfinancial events. I want my clients to meet other professionals who can become important contacts. I also host fitness and tennis boot camps for my clients with world-class coaches and use our firm’s resources to educate them and their children on financial literacy and advanced planning.
If you didn’t work for Bernstein, what else would you be doing?
When I imagine a career beyond Bernstein, I believe I would run my own business. Similar to the firm, my business would have an altruistic bent and provide me with a chance to learn, grow as a person and professional, add value to the world, and give back to my employees. These are the values that are most important to me. I’ve been very fortunate throughout my life, starting with an incredible upbringing by two, caring parents. I want to give the good fortune that the universe has bestowed upon me back to the community.