What inspired you to join Bernstein?
Having spent 12-plus years of my career assisting with social/impact investments around the world, including affordable housing and infrastructure, access to education and funding of small enterprises, I witnessed how wealth can be used not only to generate profit but also to change lives for the better. I was looking for a firm that shares those same values. At Bernstein, Environmental, Social, and Corporate Governance (ESG) is a part of every portfolio we design, not only because it's the right thing to do, but also because it provides better outcomes for our clients. Unlike other firms, we invest not just by looking at the past, hoping nothing will change—we are guided by our deep research of what comes next. Our areas of focus are clean energy, new technologies, advances in applied sciences and sustainable companies. The goal is that our clients can maintain and grow their wealth into the future and also alleviate some of the pressing problems facing our world.
What differentiates you from other advisors?
Working with families, businesses, and endowments all over the world and across multiple sectors has given me a unique cultural sensitivity. I understand in great depth the many dimensions of multicultural environments and how to streamline and clarify complex situations. Some ways in which I exercise this sensitivity are by addressing my clients’ concerns about security and anonymity and ensuring that their future generations and the legacy of their values will be looked after. I’m proud of the diversity in my practice and use it to better serve my clients, all of whom are just as versatile. Bernstein’s flexibility and capacity to adapt make my role as an advisor looking after the well-being of my clients even easier. No one can know what kind of numbers they should reach for if they haven’t quantified and qualified what a good life looks like to them. I’m here to coach clients through that process.
If you didn’t work for Bernstein, what else would you be doing?
Throughout my career, I have always been involved in teaching and mentoring, which I really enjoy. It’s the best feeling in the world when you can help someone learn and understand a new skill or a topic they were struggling to grasp before. Likely, in another life, I would be teaching in one aspect or another. I would educate others on financial literacy because this is what lights me up. I firmly believe that if a larger part of the global population, from high school graduates to those who hold their PhDs, understood how the economy and financial markets operate, we would be in a better place economically. We will create a better world by educating people on a greater scale about the value of saving and investing, for both the individual and society at large. I know in my heart this will result in higher education rates, better standards of living, quality of life, and, most importantly, a cleaner and more sustainable world. Financial literacy is the foundation for all.