Discernment was a skill I learned when I practiced law. My mentor was brilliant, blessed with an uncanny ability to sift through complex information to distill the key issues. He was also extremely ethical, citing trust as the most important thing in any relationship—business or family. I remember my first day at the firm he took me aside and gave me a piece of advice that has guided my professional career: “Without trust, there can be no relationship.” When I left my law partnership to join Bernstein over 20 years ago, I leveraged that skill and perspective to build a successful business focused on clients that are ethical, respectful, logical, and caring—but challenged by the complexities that come with substantial wealth. The alignment of my personal values with those of my clients and my ability to help them steward their wealth so that they can accomplish their life goals form the foundation of my business.SPECIALITIES: Investment Management | Multi-Generational Wealth Transfer | Pre-Transaction Planning | Concentrated Stock Positions