What inspired you to join Bernstein?
My decision to join Bernstein was inspired by my desire to help families navigate their financial journeys, especially during difficult times. Having witnessed my own family’s struggles during the Great Financial Crisis, I realized the importance of having a trusted advisor to lean on. I was drawn to Bernstein because of the firm’s reputation for providing exceptional service and its team structure, which allows advisors to work closely with investment strategists, planning experts and firm management. The collaboration at Bernstein is unparalleled, and I knew that this was the place where I could grow in my profession and provide the best support for my clients.
What passions do you pursue outside of work?
Outside of work, I have several passions that keep me busy. I love hiking and exploring the beautiful Bay Area with my wife and our dog. After a long hike, we enjoy trying out new restaurants and breweries. I also have a passion for traveling and attending sporting events. While I grew up playing sports, I realized that I wouldn’t have a career as a pro athlete, so I turned my attention to visiting different cities and experiencing the passion the fans express for their sports teams. I hope to eventually attend a World Cup or Olympics and turn this passion into an international adventure.
Which book had the most profound impact on you and why?
The book that had the most profound impact on me is Shoe Dog, a memoir by Phil Knight, the creator of Nike. I read this book in my mid-20s at the recommendation of a friend who knew I was feeling uninspired in my career at the time. As a huge sports fan, I was immediately drawn to Phil Knight's story of building Nike from scratch after graduating from business school. One line in the book particularly resonated with me, where Phil advises young people to not settle for a job or a profession, but to seek a calling. This inspired me to examine my own career and make a change. I decided to pursue my passion for helping families achieve better financial outcomes and joined Bernstein, where I feel like I have found my calling.