Bernstein Private Wealth Management advises high net worth clients on planning for and managing the complexities of wealth. The firm provides a range of personalized resources aligned with clients’ values and needs, emphasizing transparency and accountability in its services.

Bernstein Private Wealth Management

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Hailey Tully

Owner

Josh Polsky

President

Samuel Bernstein

Business Process Analyst, Assistant Vice President

Amanda Ninkovich

Vice President and Wealth Advisor

Audrey Jacobs

Financial Advisor/ VP

Breana Cole

Vice President, Client Advisor

Brian Beneduce

Vice President

Carl Schwartz

Marketing and Product

Christie Komlo

Director, Vice President

Cody Dennis

Maci Peterson Philitas

Vice President, Emerging Wealth Strategist

Vincent Spiziri

Senior Managing Director

Conner Ascher

Vice President, Advisor

Sanford C. Bernstein

Founder

Beata Kirr

SVP, Co-Head of Investment Strategies, Bernstein Wealth Management

David Sutton

Consulting Companies With Less Than $500M in Revenue (Top 10K)

United States Consulting Companies (Top 10K)

City of New York Consulting Companies

New York Financial Services Companies (Top 10K)

Bernstein focuses on investment management and research for clients. It deploys a comprehensive range of investment strategies, cutting-edge investment planning, and risk-management services to help clients reach their goals.

The firm was established in 1967 and is based in New York.

New York

United States

North America

Bernstein Private Wealth Management on LinkedIn: Value Stocks: Cracking the Quality Code

Jordan Bresalier on LinkedIn: Stick the Landing: Handling Prenuptial Planning and Conversations that…

How alternative investments can diversify your portfolio

Kristine Wexler, CFP® on LinkedIn: #fiduciary

Travis Allen’s Post

Don Braun on LinkedIn: #bernsteinphiladelphia #advisors #bernstein #wealth

How AI tools can streamline tax preparation by Bernstein | Bernstein Private Wealth Management posted on the topic

Jay Leonard on LinkedIn: Private Equity: The Missing Pillar in Your Portfolio?

AllianceBernstein's $38B UHNW unit will no longer have 'financial advisors'

Bernstein Private Wealth Management Announces Expansion of Ultrahigh-Net-Worth Platform

Advises high net worth clients on planning and managing the complexities of wealth, offering personalized resources and strategies.

Provides investment management services with a focus on transparency and a flexible approach to capital allocation.

Assists clients in planning the transfer of wealth to future generations, considering tax implications and strategic timing.

Helps families with wealth-related values and knowledge transfer, effective stewardship of assets, and philanthropic impact.

Enhances retirement plans for nonprofits to help them compete for top talent by including financial wellness programs.

Simulates thousands of wealth management planning scenarios to estimate future wealth and help clients make informed decisions.

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Bernstein Private Wealth Management owns Sanford C. Bernstein

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news impact assignment basic	general
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Bernstein Private Wealth Management