Principal
CurrentWhen Bernstein started, we disrupted the money management industry and we’re still doing that today. For over 50 years, we’ve been pioneers in discretionary money management and our research-based, integrated approach continues to challenge the status quo. We set out to deliver both independence from conflict and extraordinary service—and today, that rich heritage still guides us. I was recruited to Bernstein during the height of the tech bubble. Being an attorney, I appreciated that the firm’s approach to investing was rooted in fundamental, unbiased research.Over the last 23 years, having worked with hundreds of different types of families and investors, I have developed a very interesting relationship with money. In my view, money is a tool, not a metric. It does not ensure happiness. As such, a big part of my job is helping clients make money meaningful.
