What inspired you to join Bernstein?
Bernstein enables me to fulfill my “why.” Firstly, and more broadly, I believe in the purpose and value of wealth management. A client and advisor relationship is a tremendous value to anyone who is trying to navigate the complexities of wealth. It isn’t all about the outcome. It’s about the journey one takes to partner and collaboratively determine their own “why,” and the plans and solutions that make the most sense for their own situation and underlying principles. From my point of view, Bernstein Private Wealth Management has industry renowned wealth management service model to deliver this client-focused experience. Secondly, in my position as a Private Wealth Manager, I get to fulfill my other “why,” which is to help young professionals develop and navigate their careers. I want to inspire them to have the same passion for wealth management that I do. Bernstein Private Wealth Management has a phenomenal multi-faceted focus and approach for the development of its associates.
What’s the best way for people to put their wealth in perspective?
Wealth can be an amplifier of who we are and want to be. People should consider the purpose for their wealth, and how their wealth is going to serve them, their family, and their legacy. Wealth should not be merely about profits and performance. It all goes back to the “why” and giving purpose to the various components of their wealth to achieve the things they believe in.
Which personal accomplishment makes you proudest?
The proudest personal accomplishment I have is the rite of passage I undertook earning my United States Marine Corps Eagle, Globe, and Anchor (EGA) insignia and the title “Marine” upon completing the Marine Corps Crucible during Boot Camp at the Marine Corps Recruit Depot on Parris Island in 2001. The Marine Corps Crucible is a 54-hour event that validates the training a Marine recruit has endured for three months by testing a recruit's mental, physical, and moral fortitude before they can be called a “Marine,” wear the EGA insignia, and affiliate themselves with the Marine Corps motto “Semper Fidelis” (Always Faithful).