What inspired you to join Bernstein?
I joined Bernstein because I can meet clients where they are in life. Whether planning for retirement, going through a divorce, selling a business or navigating the complexity of family wealth, I can help. Our biggest differentiators are our team approach and talent. We specialize in complexity and have some of the most talented and sophisticated professionals in our industry working at Bernstein. I have the confidence to tell clients I work for a firm that cares about its clients and pursues a singular mission of creating solutions in their best interests.
How have your values and personal background uniquely positioned you to work with your clients?
I grew up in a working-class family that instilled the values of family, relationships and hard work. My family background is diverse, and my roots come from Spain, Portugal and Puerto Rico. Members of my family started businesses and often worked multiple jobs to get by, and that had a major impact on me. My mother is the most influential person in my life and valued education and the importance of hard work. I was the first in my family to graduate college and making my mother proud is still a motivator to this day. My wife and her family share the same values and story. Her family background is from the Middle East, where adversity and hard work are a part of life. Deep relationships and family values are the core of our families and what drive us to succeed. I feel this story resonates with many people and allows me to relate and connect with individuals and families domestically and globally.
What passions do you pursue outside of work?
I love being outdoors and taking advantage of the Florida lifestyle. I love being on the golf course and enjoying some of the best scenery Florida has to offer. My wife and I love exploring beaches, boating and being involved in the community. Being native to St. Petersburg, Florida, we love exploring the arts and culture community and frequently visit museums such as the Dalí. I am deeply passionate about education and serve as a mentor to students at Eckerd College and the University of South Florida, St. Petersburg campus. I serve as a subject matter expert in finance and investments for the Harvard Business School online community as well.