What has inspired you to stay at Bernstein for as long as you have?
Two things have kept me at Bernstein for many years. The first is the culture and people. What amazes me about the Bernstein culture and people is how consistent it is across the firm. Whether you are in Washington, DC, New York City, or any other cosmopolitan cities in which our firm has offices, every person has the same admirable qualities: a strong work ethic, drive to provide the best advice to their clients and willingness to work collaboratively no matter their tenure. The second is the work itself, which is challenging, fast-paced and requires me to consistently stay up to date on market events and tax law changes. Since every family is different, I am required to look at each situation with fresh lenses. There is no such thing as a one-size-fits-all strategy when it comes to taking care of our clients’ needs.
What passions do you pursue outside of work?
Outside of work, I keep myself busy, from spending time with my wife and two daughters to physical activities such as working out, golfing (5 handicap), snowboarding and playing racquetball. My creative hobby is playing the piano. I am also a passionate Washington, DC, and Purdue University sports fan.
If you didn’t work for Bernstein, what else would you be doing?
If I weren’t working for Bernstein, I would be a detective or a forensic pathologist. In college, I was a few credits short of minoring in forensic science. What I love about forensic science is that it requires you to think outside the box, look at all angles of a situation and ask many questions to develop the right solution for the issue at hand. Ironically, these are the same reasons I enjoy my current role at Bernstein.