What inspired you to join Bernstein?
I was attracted to the firm because of its clear focus on talent development. For over 50 years, Bernstein’s culture has been defined by a commitment to excellence and providing the right resources for growth and success. It should come as no surprise then that the length of time people stay at the firm often spans many decades. That is, quite frankly, an anomaly in the modern world. However, the result of those long-term tenures are client relationships that also last for generations. Many years later, our clients usually have the same enthusiasm for Bernstein as they did the day they hired us. Bernstein is equally committed to its clients—and for good reason. I’ve witnessed firsthand how excellent advice brings comfort and security and, on the other hand, malicious guidance can permanently, and negatively, change someone’s life. I joined Bernstein, and will stay here, because I am inspired daily by our fiduciary culture and commitment to always acting in clients’ best interests.
What is the most fulfilling aspect of being an advisor to your clients?
Every day, I know that I am helping clients achieve their goals and gain a strong sense of financial security. To put it simply, that feels really good. Whether it’s money for today, money for tomorrow or money to make the world a better place, my clients are faced with complexities surrounding their wealth. I strive to help them make decisions that will alleviate any existing anxieties around their finances. There is nothing more valuable than that! I also have the privilege of helping my clients navigate the tension between what they want to achieve and the risks that come along with it. Ultimately, the work we do around legacy planning, philanthropy and family engagement leads clients to better outcomes, which I find immensely gratifying.
If you didn’t work for Bernstein, what else would you be doing?
The Jewish ideal of ‘tikkun olam,’ meaning “acts of kindness to perfect or repair the world,” is what I aspire toward. My hope is that this concept can be found in everything that I do. For years, I’ve enjoyed having the opportunity to partner with several nonprofit organizations and use my skills to contribute to their missions. If not for Bernstein, you would find me at these organizations every day furthering their goals. I’m especially proud of my work with B’nai B’rith International, a Jewish service organization, where I serve as the South Florida Chair for Connect. In that role, I bring young professionals together so they can exchange ideas, hear from world leaders and take what they have learned to give back to underserved communities.