Bernstein Global Wealth Management
Industry: Company
DescriptionFounded: 1967 Parent organization: AllianceBernstein Holding
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Bernstein Global Wealth Management Employees
Employee
Years
Job
Industry
Cason White, CFP® Cason White, CFP®'s Bernstein Global Wealth Management Experience July 2007 - August 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Segment Wealth Management April 2014 - September 2014
Northern Trust Corporation September 2010 - April 2014
Bernstein Global Wealth Management July 2007 - August 2010
Texas A&M University May 2006 - June 2007
Skills
Wealth Management, Asset Allocation, High Net Worth..., Charitable Gift Planning, Alternative Investments, Investment Strategies, Portfolio Management, Mutual Funds, Finance, Series 7, Retirement Planning, Investment Advisory, Financial Services, Risk Management, Wealth Management..., Fixed Income
Education
Baylor University 2004 — 2006
Master's degree
Tarleton State University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Liberty Christian School 1995 — 1999
Merrill Lynch October 2014 - Present
Segment Wealth Management April 2014 - September 2014
Northern Trust Corporation September 2010 - April 2014
Bernstein Global Wealth Management July 2007 - August 2010
Texas A&M University May 2006 - June 2007
Skills
Wealth Management, Asset Allocation, High Net Worth..., Charitable Gift Planning, Alternative Investments, Investment Strategies, Portfolio Management, Mutual Funds, Finance, Series 7, Retirement Planning, Investment Advisory, Financial Services, Risk Management, Wealth Management..., Fixed Income
Education
Baylor University 2004 — 2006
Master's degree
Tarleton State University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Liberty Christian School 1995 — 1999
Shannon Marshall Shannon Marshall's Bernstein Global Wealth Management Experience May 2011 - November 2013
Job Private Banker | Investment Specialist at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank August 2014 - Present
Australian Women in New York (AWNY) 2014 - Present
Bernstein Global Wealth Management May 2011 - November 2013
Hahn Family Wines Wimbledon Wines 2007 - 2011
Orientate Imports Graham Beck Wines 2005 - 2007
Skills
Investments, Estate Planning, Retirement Planning, Public Speaking, Asset Allocation, Wine, Relationship Management, Strategic Financial..., Wealth Management, Investment Advisory, Alternative Investments, Wealth Preservation..., Charitable Giving..., Financial Services, Portfolio Management, Asset Management, Financial Advisory, Hedge Funds, Retirement, Risk Management, Investment Strategies, Trusts, Entrepreneurship, Finance, Equities, Investor Relations, High Net Worth..., Tax, Strategy, Private Equity, Fixed Income
Education
FINRA Series 7 & 66 (New York) 2011 — 2011
The Aji Network 2006 — 2009
Edith Cowan University 2002 — 2003
Graduate Certificate of Wine Studies
Curtin University of Technology 1998 — 2001
Bachelor of Commerce (B.Com.)
J.P. Morgan Private Bank August 2014 - Present
Australian Women in New York (AWNY) 2014 - Present
Bernstein Global Wealth Management May 2011 - November 2013
Hahn Family Wines Wimbledon Wines 2007 - 2011
Orientate Imports Graham Beck Wines 2005 - 2007
Skills
Investments, Estate Planning, Retirement Planning, Public Speaking, Asset Allocation, Wine, Relationship Management, Strategic Financial..., Wealth Management, Investment Advisory, Alternative Investments, Wealth Preservation..., Charitable Giving..., Financial Services, Portfolio Management, Asset Management, Financial Advisory, Hedge Funds, Retirement, Risk Management, Investment Strategies, Trusts, Entrepreneurship, Finance, Equities, Investor Relations, High Net Worth..., Tax, Strategy, Private Equity, Fixed Income
Education
FINRA Series 7 & 66 (New York) 2011 — 2011
The Aji Network 2006 — 2009
Edith Cowan University 2002 — 2003
Graduate Certificate of Wine Studies
Curtin University of Technology 1998 — 2001
Bachelor of Commerce (B.Com.)
Marc Channick Marc Channick's Bernstein Global Wealth Management Experience 2005 - 2009
Job Partner at Delphi Private Advisors
Industry Investment Management
Experience
Delphi Private Advisors 2009 - Present
Bernstein Global Wealth Management 2005 - 2009
Skills
Investments, Wealth, Retirement Planning, Portfolio Management, Investment Advisory, Asset Allocation, Corporate Law
Education
Harvard Law School 1991 — 1994
Brown University 1987 — 1991
A.B., Economics/Political Science
Delphi Private Advisors 2009 - Present
Bernstein Global Wealth Management 2005 - 2009
Skills
Investments, Wealth, Retirement Planning, Portfolio Management, Investment Advisory, Asset Allocation, Corporate Law
Education
Harvard Law School 1991 — 1994
Brown University 1987 — 1991
A.B., Economics/Political Science
Cam Davis Cam Davis's Bernstein Global Wealth Management Experience 1996 - October 2012
Job Managing Director and Financial Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
Bernstein Global Wealth Management 1996 - October 2012
Weil & Company October 1985 - October 1996
Quad Eight/Westrex September 1982 - March 1985
PwC September 1978 - May 1982
Skills
Asset Management, Securities, Financial Planning, Equities, Fixed Income, Tax Law, Asset Managment, Strategic Financial..., Financial Services, Alternative Investments, Financial Advisory, Investment Management, Finance, Retirement, Estate Planning, Insurance, Financial Markets, Private Banking, Asset Allocation, Wealth Management..., High Net Worth..., Capital Markets, Mergers & Acquisitions, Wealth, Investments, Series 63, Fixed Annuities, Wealth Management, Series 7, Investment Advisory, Banking, 401k, Portfolio Management, Venture Capital, Private Equity, Mutual Funds, Retirement Planning, Due Diligence, Personal Finance, Financial Analysis, Investor Relations, Financial Planners, Business Valuation, Investment Banking, Investment Strategies, Risk Management, Hedge Funds, Corporate Finance, Bonds, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 1977 — 1978
M.B.A., Accounting and Finance
University of San Diego School of Law 1975 — 1977
J.D.
Central Michigan University 1971 — 1974
B.S., Political Science, Psychology, English
J.P. Morgan October 2012 - Present
Bernstein Global Wealth Management 1996 - October 2012
Weil & Company October 1985 - October 1996
Quad Eight/Westrex September 1982 - March 1985
PwC September 1978 - May 1982
Skills
Asset Management, Securities, Financial Planning, Equities, Fixed Income, Tax Law, Asset Managment, Strategic Financial..., Financial Services, Alternative Investments, Financial Advisory, Investment Management, Finance, Retirement, Estate Planning, Insurance, Financial Markets, Private Banking, Asset Allocation, Wealth Management..., High Net Worth..., Capital Markets, Mergers & Acquisitions, Wealth, Investments, Series 63, Fixed Annuities, Wealth Management, Series 7, Investment Advisory, Banking, 401k, Portfolio Management, Venture Capital, Private Equity, Mutual Funds, Retirement Planning, Due Diligence, Personal Finance, Financial Analysis, Investor Relations, Financial Planners, Business Valuation, Investment Banking, Investment Strategies, Risk Management, Hedge Funds, Corporate Finance, Bonds, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 1977 — 1978
M.B.A., Accounting and Finance
University of San Diego School of Law 1975 — 1977
J.D.
Central Michigan University 1971 — 1974
B.S., Political Science, Psychology, English
Nanette Cedeno Nanette Cedeno's Bernstein Global Wealth Management Experience October 2010 - August 2014
Job Financial Services Performance Improvement Consultant
Industry Financial Services
Experience
EY October 2014 - Present
Bernstein Global Wealth Management October 2010 - August 2014
Strike Holdings September 2009 - June 2010
Citigroup June 2006 - September 2006
Skills
Event Planning, Data Analysis, Public Speaking, PowerPoint, Microsoft Office, Leadership, Equities, Series 7, Series 63, Investment Management, Alternative Investments, Asset Management, Event Management, Asset Allocation, Customer Service, Wealth Management, Leadership Development, Investment Strategies, Strategic Planning
Education
Dartmouth College 2005 — 2009
B.A.
EY October 2014 - Present
Bernstein Global Wealth Management October 2010 - August 2014
Strike Holdings September 2009 - June 2010
Citigroup June 2006 - September 2006
Skills
Event Planning, Data Analysis, Public Speaking, PowerPoint, Microsoft Office, Leadership, Equities, Series 7, Series 63, Investment Management, Alternative Investments, Asset Management, Event Management, Asset Allocation, Customer Service, Wealth Management, Leadership Development, Investment Strategies, Strategic Planning
Education
Dartmouth College 2005 — 2009
B.A.
Shawn Leamon's Bernstein Global Wealth Management Experience 2010 - 2012
Job Managing Partner of LaGrande Global
Industry Investment Management
Experience
LaGrande Global 2013 - Present
Honey R Capital 2012 - Present
Bernstein Global Wealth Management 2010 - 2012
JP Morgan 2009 - 2010
Skills
Investments, Valuation, Financial Modeling, Portfolio Management, Hedge Funds, Wealth Management
Education
IE (Instituto de Empresa)
International MBA
Dartmouth College
Bachelor of Arts
Greenhill School
LaGrande Global 2013 - Present
Honey R Capital 2012 - Present
Bernstein Global Wealth Management 2010 - 2012
JP Morgan 2009 - 2010
Skills
Investments, Valuation, Financial Modeling, Portfolio Management, Hedge Funds, Wealth Management
Education
IE (Instituto de Empresa)
International MBA
Dartmouth College
Bachelor of Arts
Greenhill School
Mandy Skiffington's Bernstein Global Wealth Management Experience 2005 - 2007
Job Technical Recruiter, Marketing at F5 Networks
Industry Staffing and Recruiting
Experience
F5 Networks December 2014 - Present
Smartsheet April 2014 - October 2014
iSoftStone March 2011 - April 2014
Revel Consulting September 2009 - March 2011
LG Consulting November 2008 - September 2009
LG Consulting May 2008 - November 2008
Robert Half Finance & Accounting 2007 - 2008
Bernstein Global Wealth Management 2005 - 2007
Public Securities, Inc. 2003 - 2005
Skills
Technical Recruiting, Talent Acquisition, Internet Recruiting, Recruiting, Sourcing, Applicant Tracking..., Contract Recruitment, Benefits Negotiation, Consulting, Human Resources, Temporary Placement, Social Networking, Staffing Services, Organizational..., Strategy, Talent Management, Business Intelligence, Financial Services, Management, Employee Relations, Employee Training, Leadership, Management Consulting, College Recruiting, Networking, Screening, Temporary Staffing, Information Technology, Onboarding, Screening Resumes, SDLC, Interviews, Business Analysis, CRM, Project Management, Staff Augmentation, People Development
Education
Eastern Washington University 1999 — 2003
BS, Finance and Economics
F5 Networks December 2014 - Present
Smartsheet April 2014 - October 2014
iSoftStone March 2011 - April 2014
Revel Consulting September 2009 - March 2011
LG Consulting November 2008 - September 2009
LG Consulting May 2008 - November 2008
Robert Half Finance & Accounting 2007 - 2008
Bernstein Global Wealth Management 2005 - 2007
Public Securities, Inc. 2003 - 2005
Skills
Technical Recruiting, Talent Acquisition, Internet Recruiting, Recruiting, Sourcing, Applicant Tracking..., Contract Recruitment, Benefits Negotiation, Consulting, Human Resources, Temporary Placement, Social Networking, Staffing Services, Organizational..., Strategy, Talent Management, Business Intelligence, Financial Services, Management, Employee Relations, Employee Training, Leadership, Management Consulting, College Recruiting, Networking, Screening, Temporary Staffing, Information Technology, Onboarding, Screening Resumes, SDLC, Interviews, Business Analysis, CRM, Project Management, Staff Augmentation, People Development
Education
Eastern Washington University 1999 — 2003
BS, Finance and Economics
Dara Epstein Dara Epstein's Bernstein Global Wealth Management Experience April 2014 - July 2014
Job Administrative Assistant/Project Coordinator at Aref & Associates
Industry Design
Experience
Aref & Associates July 2014 - January 2015
Bernstein Global Wealth Management April 2014 - July 2014
Bernstein Global Wealth Management November 2012 - February 2014
Glen Helen Resort January 2012 - April 2012
HSBC Bank Australia Limited July 2011 - October 2011
Bernstein Global Wealth Management March 2008 - June 2011
Ann Taylor Loft July 2006 - December 2007
Skills
Microsoft Office, Customer Service, Data Entry, Travel Arrangements, Call Processing, Travel Writing, Sales Presentations, Highly detail oriented, High Net Worth..., Work in A Fast Paced..., Interdepartmental..., Corporate Finance, Corporate Communications, Waitressing, Hospitality, Management, Marketing
Education
Cornell University 2002 — 2006
Bachelor of Arts, Sociology
Université Paris Diderot - Paris 7 2005 — 2005
Semester Abroad, French Language and Literature; Sociology
Bronx High School of Science 1998 — 2002
Aref & Associates July 2014 - January 2015
Bernstein Global Wealth Management April 2014 - July 2014
Bernstein Global Wealth Management November 2012 - February 2014
Glen Helen Resort January 2012 - April 2012
HSBC Bank Australia Limited July 2011 - October 2011
Bernstein Global Wealth Management March 2008 - June 2011
Ann Taylor Loft July 2006 - December 2007
Skills
Microsoft Office, Customer Service, Data Entry, Travel Arrangements, Call Processing, Travel Writing, Sales Presentations, Highly detail oriented, High Net Worth..., Work in A Fast Paced..., Interdepartmental..., Corporate Finance, Corporate Communications, Waitressing, Hospitality, Management, Marketing
Education
Cornell University 2002 — 2006
Bachelor of Arts, Sociology
Université Paris Diderot - Paris 7 2005 — 2005
Semester Abroad, French Language and Literature; Sociology
Bronx High School of Science 1998 — 2002
Leigh Petersen Leigh Petersen's Bernstein Global Wealth Management Experience March 2006 - January 2008
Job Director of Prospect Development, Harvard Business School
Industry Fund-Raising
Experience
Harvard Business School January 2015 - Present
Loyola University Chicago January 2012 - January 2015
Loyola University Chicago January 2008 - January 2012
Bernstein Global Wealth Management March 2006 - January 2008
Advanced Resources August 2005 - March 2006
Lyric Opera of Chicago January 2005 - July 2005
Lyric Opera of Chicago October 2004 - January 2005
Lied Center for Performing Arts February 2003 - October 2004
Lied Center for Performaing Arts August 2001 - February 2003
Skills
Philanthropy, Management, Research, Fundraising, Non-profit..., Higher Education, Customer Service, Non-profits, Nonprofits, Data Analysis, Event Planning, Volunteer Management, Program Development, Annual Giving, Community Outreach, Leadership
Education
Loyola University Chicago 2009 — 2012
MBA, Information Technology
Doane College 1998 — 2002
Bachelor of Art, Music Performance
Harvard Business School January 2015 - Present
Loyola University Chicago January 2012 - January 2015
Loyola University Chicago January 2008 - January 2012
Bernstein Global Wealth Management March 2006 - January 2008
Advanced Resources August 2005 - March 2006
Lyric Opera of Chicago January 2005 - July 2005
Lyric Opera of Chicago October 2004 - January 2005
Lied Center for Performing Arts February 2003 - October 2004
Lied Center for Performaing Arts August 2001 - February 2003
Skills
Philanthropy, Management, Research, Fundraising, Non-profit..., Higher Education, Customer Service, Non-profits, Nonprofits, Data Analysis, Event Planning, Volunteer Management, Program Development, Annual Giving, Community Outreach, Leadership
Education
Loyola University Chicago 2009 — 2012
MBA, Information Technology
Doane College 1998 — 2002
Bachelor of Art, Music Performance
Emily Conroy's Bernstein Global Wealth Management Experience February 2012 - September 2013
Job HR & Benefits Coordinator at MDC Holdings, Inc. / Richmond American Homes
Industry Construction
Experience
MDC Holdings, Inc./Richmond American Homes March 2015 - Present
Encana Corporation September 2014 - March 2015
PwC Strategy& (Formerly Booz & Company) September 2013 - August 2014
Bernstein Global Wealth Management February 2012 - September 2013
Levick Strategic Communications September 2011 - February 2012
Langrock Sperry & Wool, LLP August 2010 - September 2011
Elon University September 2009 - May 2010
Skills
WestLaw Next, Westlaw, Adobe, Microsoft Excel, Microsoft Office, Microsoft Word, Legal Writing, Market Research, CRM, Marketing, Office Management, Management, Leadership, Social Media Marketing
Education
Elon University 2006 — 2010
B.S., Marketing
MDC Holdings, Inc./Richmond American Homes March 2015 - Present
Encana Corporation September 2014 - March 2015
PwC Strategy& (Formerly Booz & Company) September 2013 - August 2014
Bernstein Global Wealth Management February 2012 - September 2013
Levick Strategic Communications September 2011 - February 2012
Langrock Sperry & Wool, LLP August 2010 - September 2011
Elon University September 2009 - May 2010
Skills
WestLaw Next, Westlaw, Adobe, Microsoft Excel, Microsoft Office, Microsoft Word, Legal Writing, Market Research, CRM, Marketing, Office Management, Management, Leadership, Social Media Marketing
Education
Elon University 2006 — 2010
B.S., Marketing
Dara Whitesell Dara Whitesell's Bernstein Global Wealth Management Experience May 2009 - May 2012
Job Senior Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management April 2014 - Present
Lee & Associates Atlanta February 2014 - April 2014
Bernstein Global Wealth Management May 2009 - May 2012
Bernstein Global Wealth Management March 2007 - May 2009
Wells Fargo August 2005 - December 2006
Skills
Series 7, Series 63, Equities, Mutual Funds, Investment Strategies
Education
Georgia State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Berry College 2000 — 2002
Bernstein Private Wealth Management April 2014 - Present
Lee & Associates Atlanta February 2014 - April 2014
Bernstein Global Wealth Management May 2009 - May 2012
Bernstein Global Wealth Management March 2007 - May 2009
Wells Fargo August 2005 - December 2006
Skills
Series 7, Series 63, Equities, Mutual Funds, Investment Strategies
Education
Georgia State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Berry College 2000 — 2002
Scott Roulston Scott Roulston's Bernstein Global Wealth Management Experience October 2007 - November 2008
Job Associate at ScottMadden, Inc.
Industry Financial Services
Experience
ScottMadden, Inc. August 2015 - Present
Delta Air Lines June 2014 - August 2014
Imagine Software September 2012 - June 2013
Imagine Software July 2010 - September 2012
Imagine Software July 2009 - July 2010
Bernstein Global Wealth Management October 2007 - November 2008
Western Reserve Partners, LLC June 2006 - August 2006
Allegiant Asset Management June 2005 - August 2005
Skills
Investments, Hedge Funds, Equities, Securities, Risk Management, Project Management, Asset Allocation, Derivatives Trading, Derivatives, Alternative Investments, Bloomberg, Investment Banking, Portfolio Management, Fixed Income, Trading, Financial Analysis, Financial Risk
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Colby College 2003 — 2007
B.A., Economics
Hawken School 1999 — 2003
ScottMadden, Inc. August 2015 - Present
Delta Air Lines June 2014 - August 2014
Imagine Software September 2012 - June 2013
Imagine Software July 2010 - September 2012
Imagine Software July 2009 - July 2010
Bernstein Global Wealth Management October 2007 - November 2008
Western Reserve Partners, LLC June 2006 - August 2006
Allegiant Asset Management June 2005 - August 2005
Skills
Investments, Hedge Funds, Equities, Securities, Risk Management, Project Management, Asset Allocation, Derivatives Trading, Derivatives, Alternative Investments, Bloomberg, Investment Banking, Portfolio Management, Fixed Income, Trading, Financial Analysis, Financial Risk
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Colby College 2003 — 2007
B.A., Economics
Hawken School 1999 — 2003
Brian Grasso's Bernstein Global Wealth Management Experience June 2014 - June 2014
Job Intern at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management June 2014 - June 2014
Skills
Energetic team player, Computer Proficiency, Communication Skills, Intelligence, Research, Networking, Motivated self-starter, Bloomberg Terminal, Marketing, Operational Excellence, Hedge Funds, Investment Management, Morningstar, Microsoft Excel, Microsoft Office, Social Media, Communication, Leadership, Microsoft Word, PowerPoint, Public Speaking
Education
Trinity College-Hartford 2013 — 2017
Economics
Choate Rosemary Hall 2009 — 2013
Bernstein Global Wealth Management June 2014 - June 2014
Skills
Energetic team player, Computer Proficiency, Communication Skills, Intelligence, Research, Networking, Motivated self-starter, Bloomberg Terminal, Marketing, Operational Excellence, Hedge Funds, Investment Management, Morningstar, Microsoft Excel, Microsoft Office, Social Media, Communication, Leadership, Microsoft Word, PowerPoint, Public Speaking
Education
Trinity College-Hartford 2013 — 2017
Economics
Choate Rosemary Hall 2009 — 2013
Dyan Roppolo Dyan Roppolo's Bernstein Global Wealth Management Experience 2006 - 2011
Job Assistant Vice President, Marketing Manager at Bernstein
Industry Financial Services
Experience
Bernstein November 2013 - Present
Roberts & Ryan July 2013 - October 2013
Clear Focus Financial Search 2012 - June 2013
Tennison Group 2011 - 2012
Bernstein Global Wealth Management 2006 - 2011
Bernstein Global Wealth Management 2001 - 2006
Bernstein Global Wealth Management 1999 - 2001
Bernstein Global Wealth Management 1998 - 1999
Bernstein Global Wealth Management 1995 - 1998
Skills
Executive Search, Candidate Screening, Candidate Assessment, Candidate Selection, Candidates Searching, Direct Recruiting, Direct Sourcing, Full-cycle Recruiting, Contingent Search, Retained Search, Compensation Negotiation, Process Consultation, Professional Networking, New Business Development, Candidate Generation, Coaching, Client Service, Financial Services, Wealth Management, Accounting, Talent Acquisition, Talent Assessment, Relationship Development, Marketing, Sourcing, Recruiting, Temporary Placement, Talent Management, PeopleSoft, Negotiation, Business Networking, Finance, Screening Resumes, Process Consulting, Technical Recruiting, SDLC, Interviews, Internet Recruiting, College Recruiting, Hiring, Portfolio Management, Applicant Tracking..., Asset Management
Education
Binghamton University 1991 — 1995
BA, Psychology
Cardinal Spellman HS 1987 — 1991
Villa Maria Academy 1982 — 1987
University of North London
Study Abroad Fall 1995
Bernstein November 2013 - Present
Roberts & Ryan July 2013 - October 2013
Clear Focus Financial Search 2012 - June 2013
Tennison Group 2011 - 2012
Bernstein Global Wealth Management 2006 - 2011
Bernstein Global Wealth Management 2001 - 2006
Bernstein Global Wealth Management 1999 - 2001
Bernstein Global Wealth Management 1998 - 1999
Bernstein Global Wealth Management 1995 - 1998
Skills
Executive Search, Candidate Screening, Candidate Assessment, Candidate Selection, Candidates Searching, Direct Recruiting, Direct Sourcing, Full-cycle Recruiting, Contingent Search, Retained Search, Compensation Negotiation, Process Consultation, Professional Networking, New Business Development, Candidate Generation, Coaching, Client Service, Financial Services, Wealth Management, Accounting, Talent Acquisition, Talent Assessment, Relationship Development, Marketing, Sourcing, Recruiting, Temporary Placement, Talent Management, PeopleSoft, Negotiation, Business Networking, Finance, Screening Resumes, Process Consulting, Technical Recruiting, SDLC, Interviews, Internet Recruiting, College Recruiting, Hiring, Portfolio Management, Applicant Tracking..., Asset Management
Education
Binghamton University 1991 — 1995
BA, Psychology
Cardinal Spellman HS 1987 — 1991
Villa Maria Academy 1982 — 1987
University of North London
Study Abroad Fall 1995
Steve Emma Steve Emma's Bernstein Global Wealth Management Experience September 1999 - August 2011
Job Principal at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust September 2011 - Present
Bernstein Global Wealth Management September 1999 - August 2011
NASDAQ June 1996 - July 1999
Education
Brown University
Bachelor of Arts (B.A.), Business Economics
Bessemer Trust September 2011 - Present
Bernstein Global Wealth Management September 1999 - August 2011
NASDAQ June 1996 - July 1999
Education
Brown University
Bachelor of Arts (B.A.), Business Economics
Jim Donnelly Jim Donnelly's Bernstein Global Wealth Management Experience 2006 - 2008
Job Director & Global Account Leader at EY
Industry Management Consulting
Experience
EY August 2014 - Present
EY April 2013 - Present
EY 2012 - April 2013
Grant Thornton 2011 - 2012
Accenture 2010 - 2011
Sommer Consulting 2008 - 2010
Bernstein Global Wealth Management 2006 - 2008
Sommer Consulting 2000 - 2006
Skills
Business Development, Strategy, Strategic Partnerships, Sales, Management Consulting, Leadership, Strategic Planning, New Business Development, Business Strategy, Marketing Strategy, Consulting, CRM, Market Analysis, Cross-functional Team..., Lead Generation, Client Development, Key Account Management
Education
Duke University
Bachelor of Arts
St. John's Preparatory School
EY August 2014 - Present
EY April 2013 - Present
EY 2012 - April 2013
Grant Thornton 2011 - 2012
Accenture 2010 - 2011
Sommer Consulting 2008 - 2010
Bernstein Global Wealth Management 2006 - 2008
Sommer Consulting 2000 - 2006
Skills
Business Development, Strategy, Strategic Partnerships, Sales, Management Consulting, Leadership, Strategic Planning, New Business Development, Business Strategy, Marketing Strategy, Consulting, CRM, Market Analysis, Cross-functional Team..., Lead Generation, Client Development, Key Account Management
Education
Duke University
Bachelor of Arts
St. John's Preparatory School
Colin Roth Colin Roth's Bernstein Global Wealth Management Experience April 2014 - Present
Job Private Client Associate at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management April 2014 - Present
West Capital Management May 2011 - April 2014
West Capital Management February 2010 - May 2011
Merrill Lynch June 2007 - August 2007
Damon Topham & Company June 2006 - August 2006
Skills
Superior Client Service, Financial Services, Investment Advisory, Project Management, Business Development, Microsoft Excel, Data Analysis, Asset Managment, PowerPoint, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Fixed Income, Hedge Funds, Mutual Funds
Education
Bryant University Graduate School of Business 2008 — 2009
Master of Business Administration (MBA), Finance
Bucknell University 2004 — 2008
Bachelor of Science (B.S.), Accounting, Economics
New York University SCPS
Certified Financial Planner (CFP®) Eduation, Financial Planning
Bernstein Global Wealth Management April 2014 - Present
West Capital Management May 2011 - April 2014
West Capital Management February 2010 - May 2011
Merrill Lynch June 2007 - August 2007
Damon Topham & Company June 2006 - August 2006
Skills
Superior Client Service, Financial Services, Investment Advisory, Project Management, Business Development, Microsoft Excel, Data Analysis, Asset Managment, PowerPoint, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Fixed Income, Hedge Funds, Mutual Funds
Education
Bryant University Graduate School of Business 2008 — 2009
Master of Business Administration (MBA), Finance
Bucknell University 2004 — 2008
Bachelor of Science (B.S.), Accounting, Economics
New York University SCPS
Certified Financial Planner (CFP®) Eduation, Financial Planning
Earl Miller, MBA Earl Miller, MBA's Bernstein Global Wealth Management Experience May 2011 - June 2013
Job Director of Client Development at MainLine Investment Partners
Industry Financial Services
Experience
MainLine Investment Partners October 2014 - Present
PNC Wealth Management May 2013 - October 2014
Bernstein Global Wealth Management May 2011 - June 2013
Dentsply January 2008 - June 2011
Dentsply March 2006 - January 2008
Office Max 2000 - 2003
Skills
Wealth Management, Strategic Financial..., New Business Development, Position Management, Financial Services, Strategy, Trusts, Selling, Coaching, Strategic Partnerships, Business Development, Investments, Retirement Planning, Finance, Sales Operations, Sales, Sales Management, Banking, Asset Allocation, Training, Financial Advisory, Estate Planning, Investment Management, Wealth Management..., Leadership, Financial Planning, Management, Portfolio Management, Financial Analysis, Risk Management, Asset Management, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
MBA, Business
Saint Leo University
BA, Business
MainLine Investment Partners October 2014 - Present
PNC Wealth Management May 2013 - October 2014
Bernstein Global Wealth Management May 2011 - June 2013
Dentsply January 2008 - June 2011
Dentsply March 2006 - January 2008
Office Max 2000 - 2003
Skills
Wealth Management, Strategic Financial..., New Business Development, Position Management, Financial Services, Strategy, Trusts, Selling, Coaching, Strategic Partnerships, Business Development, Investments, Retirement Planning, Finance, Sales Operations, Sales, Sales Management, Banking, Asset Allocation, Training, Financial Advisory, Estate Planning, Investment Management, Wealth Management..., Leadership, Financial Planning, Management, Portfolio Management, Financial Analysis, Risk Management, Asset Management, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
MBA, Business
Saint Leo University
BA, Business
George Mavlios, CFA George Mavlios, CFA's Bernstein Global Wealth Management Experience August 1993 - Present
Job Principal / Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management August 1993 - Present
Ark Asset Management August 1989 - October 1992
Education
Baruch College 1986 — 1989
Bachelor of Business Administration (BBA), Finance and Economics
Bernstein Global Wealth Management August 1993 - Present
Ark Asset Management August 1989 - October 1992
Education
Baruch College 1986 — 1989
Bachelor of Business Administration (BBA), Finance and Economics
Alice Davenport's Bernstein Global Wealth Management Experience March 2002 - March 2005
Job Principal & Senior Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust July 2012 - Present
Bessemer Trust June 2011 - July 2012
AllianceBernstein March 2005 - May 2011
Bernstein Global Wealth Management March 2002 - March 2005
Carter, Ledyard & Milburn October 1998 - February 2002
Jackson Tufts Cole & Black September 1997 - October 1998
Jackson Tufts Cole & Black June 1996 - August 1996
White Mountain Apache Tribe June 1995 - August 1995
Skills
trusts & estates, Financial Advisory, Estate Planning, Wealth Management, Hedge Funds, High Net Worth..., Investment Strategies, Trusts, Alternative Investments, Investment Advisory, Mutual Funds, Venture Capital, Asset Managment, Series 7, Fund Of Funds, Financial Services, Wealth Management..., ETFs, Series 63, Strategic Financial..., Finance, Investment Banking, Retirement Planning, Financial Analysis, Wealth, Tax, Asset Management, Financial Planning
Education
Yale Law School 1994 — 1997
JD, Law
Cornell University 1991 — 1994
MPA, Environmental Policy
Cornell University 1987 — 1991
AB, Russian & Soviet Studies
London Central High School 1984 — 1987
Bessemer Trust July 2012 - Present
Bessemer Trust June 2011 - July 2012
AllianceBernstein March 2005 - May 2011
Bernstein Global Wealth Management March 2002 - March 2005
Carter, Ledyard & Milburn October 1998 - February 2002
Jackson Tufts Cole & Black September 1997 - October 1998
Jackson Tufts Cole & Black June 1996 - August 1996
White Mountain Apache Tribe June 1995 - August 1995
Skills
trusts & estates, Financial Advisory, Estate Planning, Wealth Management, Hedge Funds, High Net Worth..., Investment Strategies, Trusts, Alternative Investments, Investment Advisory, Mutual Funds, Venture Capital, Asset Managment, Series 7, Fund Of Funds, Financial Services, Wealth Management..., ETFs, Series 63, Strategic Financial..., Finance, Investment Banking, Retirement Planning, Financial Analysis, Wealth, Tax, Asset Management, Financial Planning
Education
Yale Law School 1994 — 1997
JD, Law
Cornell University 1991 — 1994
MPA, Environmental Policy
Cornell University 1987 — 1991
AB, Russian & Soviet Studies
London Central High School 1984 — 1987
Jessica Hill Jessica Hill's Bernstein Global Wealth Management Experience June 2014 - Present
Job Business Analyst at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management June 2014 - Present
Bernstein Global Wealth Management September 2013 - May 2014
Bernstein Global Wealth Management July 2011 - August 2013
Penn Schoen Berland May 2011 - July 2011
Penn Schoen Berland September 2010 - May 2011
Penn Schoen Berland September 2009 - August 2010
Pinkdingo Inc. June 2008 - August 2008
MSD Advisory Service Co., Ltd March 2008 - May 2008
Weber Shandwick June 2007 - August 2007
Education
Colgate University 2005 — 2009
BA, Economics
Bernstein Global Wealth Management June 2014 - Present
Bernstein Global Wealth Management September 2013 - May 2014
Bernstein Global Wealth Management July 2011 - August 2013
Penn Schoen Berland May 2011 - July 2011
Penn Schoen Berland September 2010 - May 2011
Penn Schoen Berland September 2009 - August 2010
Pinkdingo Inc. June 2008 - August 2008
MSD Advisory Service Co., Ltd March 2008 - May 2008
Weber Shandwick June 2007 - August 2007
Education
Colgate University 2005 — 2009
BA, Economics
Paul L Ruflin Paul L Ruflin's Bernstein Global Wealth Management Experience January 2010 - July 2011
Job CEO & President at Animal Oralectrics LLC
Industry Medical Devices
Experience
Animal Oralectrics LLC August 2013 - Present
Walsh University January 2010 - Present
Digitell, Inc. February 2008 - Present
PreEmptive Solutions July 2011 - June 2013
DanceCleveland 2008 - April 2012
Vitalize Consulting Solutions February 2010 - August 2011
Bernstein Global Wealth Management January 2010 - July 2011
Noteworthy Medical Systems October 2007 - January 2010
Deloitte Consulting 2005 - 2007
Eclipsys July 2002 - April 2005
Skills
Mergers, Strategic Planning, Process Improvement, Financial Analysis, Management Consulting, Healthcare, Mergers & Acquisitions, Healthcare Consulting, Program Management, Business Analysis, Business Strategy, New Business Development, Management, Strategy, Finance, Business Development, Budgets, Business Process..., Leadership, Contract Negotiation, Start-ups, Cross-functional Team..., Project Management, Team Building, Leadership Development, Consulting, Financial Reporting, Operations Management, Business Planning, Account Management, Financial Modeling, Change Management, Negotiation, Team Leadership, Executive Management, Managerial Finance, Analysis, Entrepreneurship, Forecasting, Vendor Management, Product Management, Analytics, Business Intelligence, CRM, Competitive Analysis, Data Analysis, Strategic Partnerships, Risk Management, Strategic Financial..., Training
Education
Bowling Green State University 1976 — 1977
MBA, Business
Walsh University 1972 — 1976
BA, Accounting
Animal Oralectrics LLC August 2013 - Present
Walsh University January 2010 - Present
Digitell, Inc. February 2008 - Present
PreEmptive Solutions July 2011 - June 2013
DanceCleveland 2008 - April 2012
Vitalize Consulting Solutions February 2010 - August 2011
Bernstein Global Wealth Management January 2010 - July 2011
Noteworthy Medical Systems October 2007 - January 2010
Deloitte Consulting 2005 - 2007
Eclipsys July 2002 - April 2005
Skills
Mergers, Strategic Planning, Process Improvement, Financial Analysis, Management Consulting, Healthcare, Mergers & Acquisitions, Healthcare Consulting, Program Management, Business Analysis, Business Strategy, New Business Development, Management, Strategy, Finance, Business Development, Budgets, Business Process..., Leadership, Contract Negotiation, Start-ups, Cross-functional Team..., Project Management, Team Building, Leadership Development, Consulting, Financial Reporting, Operations Management, Business Planning, Account Management, Financial Modeling, Change Management, Negotiation, Team Leadership, Executive Management, Managerial Finance, Analysis, Entrepreneurship, Forecasting, Vendor Management, Product Management, Analytics, Business Intelligence, CRM, Competitive Analysis, Data Analysis, Strategic Partnerships, Risk Management, Strategic Financial..., Training
Education
Bowling Green State University 1976 — 1977
MBA, Business
Walsh University 1972 — 1976
BA, Accounting
Yvrose Rosie White Yvrose Rosie White's Bernstein Global Wealth Management Experience October 2007 - November 2012
Job Associate Vice President at Investcorp
Industry Marketing and Advertising
Experience
Investcorp August 2015 - Present
Titan December 2012 - August 2015
Bernstein Global Wealth Management October 2007 - November 2012
Halifax Corporation December 2006 - September 2007
The Royalty Network, Inc. May 2005 - November 2006
Weisbach & Greenfield November 2004 - April 2005
Skills
Communication Skills, Investment Management, Wealth Management, Microsoft Office, Organization &..., Building Relationships, Grace Under Pressure, Multi Tasking, Music Publishing, Office Management, Administrative..., Marketing Event Planning, Human Resources, Public Speaking, Administrative..., Onboarding, Microsoft Excel, Social Media, PowerPoint, Social Networking, Management, Interviews, Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
Bachelor of Arts (B.A.), Corporate Communication
Investcorp August 2015 - Present
Titan December 2012 - August 2015
Bernstein Global Wealth Management October 2007 - November 2012
Halifax Corporation December 2006 - September 2007
The Royalty Network, Inc. May 2005 - November 2006
Weisbach & Greenfield November 2004 - April 2005
Skills
Communication Skills, Investment Management, Wealth Management, Microsoft Office, Organization &..., Building Relationships, Grace Under Pressure, Multi Tasking, Music Publishing, Office Management, Administrative..., Marketing Event Planning, Human Resources, Public Speaking, Administrative..., Onboarding, Microsoft Excel, Social Media, PowerPoint, Social Networking, Management, Interviews, Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
Bachelor of Arts (B.A.), Corporate Communication
Todd Richman Todd Richman's Bernstein Global Wealth Management Experience 2003 - 2012
Job Financial Advisor/Managing Director at JP Morgan Securities
Industry Investment Management
Experience
JP Morgan Securities January 2012 - Present
Cradle of Aviation Air and Space Museum 2007 - June 2012
Bernstein Global Wealth Management 2003 - 2012
AIPAC 1999 - 2003
Richman Consulting 1998 - 1999
American Jewish Congress 1996 - 1998
Politics and Government 1992 - 1996
Skills
Fundraising, Investments, Non-profits, Asset Managment, Series 7, Public Speaking, Philanthropy, Estate Planning, Strategic Planning, Financial Analysis, Alternative Investments, Mergers, Risk Management, Private Equity, Government
Education
Baruch College, City University of New York (CUNY) 1993 — 1994
MPA, Public Administration
West Chester University of Pennsylvania 1987 — 1992
BSed, History
Woodmere Academy 1984 — 1987
High School, High School/Secondary Diplomas and Certificates
JP Morgan Securities January 2012 - Present
Cradle of Aviation Air and Space Museum 2007 - June 2012
Bernstein Global Wealth Management 2003 - 2012
AIPAC 1999 - 2003
Richman Consulting 1998 - 1999
American Jewish Congress 1996 - 1998
Politics and Government 1992 - 1996
Skills
Fundraising, Investments, Non-profits, Asset Managment, Series 7, Public Speaking, Philanthropy, Estate Planning, Strategic Planning, Financial Analysis, Alternative Investments, Mergers, Risk Management, Private Equity, Government
Education
Baruch College, City University of New York (CUNY) 1993 — 1994
MPA, Public Administration
West Chester University of Pennsylvania 1987 — 1992
BSed, History
Woodmere Academy 1984 — 1987
High School, High School/Secondary Diplomas and Certificates
Evan List Evan List's Bernstein Global Wealth Management Experience June 2008 - Present
Job Vice President & Client Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management June 2008 - Present
Bernstein Global Wealth Management June 2008 - December 2011
Bernstein Global Wealth Management June 2008 - June 2011
UBS Investment Bank 2007 - 2007
Commonwealth of Massachusetts May 2006 - August 2006
Skills
Equities, Asset Allocation, Investment Strategies, Fixed Income, Mutual Funds, Wealth Preservation..., Wealth Management..., Investment Management, Portfolio Management, Capital Markets, Investments, Trading, Retirement, High Net Worth..., Alternative Investments, Wealth Management
Education
UCL 2006 — 2007
Economics and Politics
University of Southern California
Political Science / Economics
Brandeis University
BA/BA, Economics and Politics
Alexander W. Dreyfoos, Jr. School of the Arts
Palm Beach Day School
Bernstein Global Wealth Management June 2008 - Present
Bernstein Global Wealth Management June 2008 - December 2011
Bernstein Global Wealth Management June 2008 - June 2011
UBS Investment Bank 2007 - 2007
Commonwealth of Massachusetts May 2006 - August 2006
Skills
Equities, Asset Allocation, Investment Strategies, Fixed Income, Mutual Funds, Wealth Preservation..., Wealth Management..., Investment Management, Portfolio Management, Capital Markets, Investments, Trading, Retirement, High Net Worth..., Alternative Investments, Wealth Management
Education
UCL 2006 — 2007
Economics and Politics
University of Southern California
Political Science / Economics
Brandeis University
BA/BA, Economics and Politics
Alexander W. Dreyfoos, Jr. School of the Arts
Palm Beach Day School
Ryan Ornellas's Bernstein Global Wealth Management Experience April 2002 - September 2007
Job Investment Counselor at Fisher Investments
Industry Investment Management
Experience
Fisher Investments November 2007 - Present
Bernstein Global Wealth Management April 2002 - September 2007
PricewaterhouseCoopers August 1997 - October 2001
Skills
Wealth Management, Investments, Investment Advisory, Investment Management, Asset Allocation, Investment Strategies, Portfolio Management, Securities, Equities, Capital Markets, Fixed Income, Valuation, Alternative Investments, Hedge Funds, Asset Management
Education
Columbia University in the City of New York 1992 — 1997
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Civil Engineering and Economics
Fisher Investments November 2007 - Present
Bernstein Global Wealth Management April 2002 - September 2007
PricewaterhouseCoopers August 1997 - October 2001
Skills
Wealth Management, Investments, Investment Advisory, Investment Management, Asset Allocation, Investment Strategies, Portfolio Management, Securities, Equities, Capital Markets, Fixed Income, Valuation, Alternative Investments, Hedge Funds, Asset Management
Education
Columbia University in the City of New York 1992 — 1997
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Civil Engineering and Economics
John Yarbrough's Bernstein Global Wealth Management Experience 2000 - 2003
Job Managing Director at NMS Capital Advisors, LLC
Industry Investment Banking
Experience
NMS Capital Advisors, LLC 2013 - Present
Wells Fargo Advisors 2008 - 2012
Citi 2003 - 2008
Bernstein Global Wealth Management 2000 - 2003
Imperial Bank 1997 - 2000
California United Bank` 1994 - 1997
Skills
Investments, Investment Banking, Wealth Management, Financial Advisory, Venture Capital, Alternative Investments, Financial Services, Securities, Private Equity, Equities, Asset Management, Finance, Capital Markets, Series 7, Hedge Funds, Investment Strategies, Investment Advisory, Asset Managment, Asset Allocation, Fixed Income, Bonds, Loans, Series 63, U.S. Immigration, Insurance, Stock Trading
Education
Arizona State University 1982 — 1987
Bachelor of Science (B.S.)
NMS Capital Advisors, LLC 2013 - Present
Wells Fargo Advisors 2008 - 2012
Citi 2003 - 2008
Bernstein Global Wealth Management 2000 - 2003
Imperial Bank 1997 - 2000
California United Bank` 1994 - 1997
Skills
Investments, Investment Banking, Wealth Management, Financial Advisory, Venture Capital, Alternative Investments, Financial Services, Securities, Private Equity, Equities, Asset Management, Finance, Capital Markets, Series 7, Hedge Funds, Investment Strategies, Investment Advisory, Asset Managment, Asset Allocation, Fixed Income, Bonds, Loans, Series 63, U.S. Immigration, Insurance, Stock Trading
Education
Arizona State University 1982 — 1987
Bachelor of Science (B.S.)
Steve Swyter Steve Swyter's Bernstein Global Wealth Management Experience 2009 - 2012
Job VP of Sales at Rhino Container
Industry Packaging and Containers
Experience
Rhino Container January 2015 - Present
LeasePlan USA 2013 - 2015
Mariposa Women and Family Center 2011 - 2012
Bernstein Global Wealth Management 2009 - 2012
Enterprise Fleet Management 2002 - 2009
Enterprise Fleet Management 2000 - 2002
Enterprise Fleet Management 1997 - 2000
Rhino Container 1992 - 1997
Skills
Strategic Planning, Asset Allocation, Project Planning, Sales Presentations, New Business Development, Collaborative Problem..., Team Leadership, Team Building, Financial Analysis, Solution Development, Solution Implementation, Customer Retention, Customer Service, Recruiting, Behavioral Interviewing, Hands-on Training, Contract Negotiation, Brand Management, Corporate Communications, Direct Sales, Strategic Financial..., Registered Investment..., Vice Presidents, Directors, Marketing Strategy, Product Marketing, Creative Strategy, Credit Risk, Credit Analysis, Lines Of Credit, Comprehensive Planning, Training Programme..., Account Management, B2B, Business Development, Cold Calling, Finance, Management, Mergers, Sales, Sales Management, Sales Operations
Education
California State University-Fullerton 1989 — 1992
Bachelor of Science (BS), Management Entrepreneurship
Rhino Container January 2015 - Present
LeasePlan USA 2013 - 2015
Mariposa Women and Family Center 2011 - 2012
Bernstein Global Wealth Management 2009 - 2012
Enterprise Fleet Management 2002 - 2009
Enterprise Fleet Management 2000 - 2002
Enterprise Fleet Management 1997 - 2000
Rhino Container 1992 - 1997
Skills
Strategic Planning, Asset Allocation, Project Planning, Sales Presentations, New Business Development, Collaborative Problem..., Team Leadership, Team Building, Financial Analysis, Solution Development, Solution Implementation, Customer Retention, Customer Service, Recruiting, Behavioral Interviewing, Hands-on Training, Contract Negotiation, Brand Management, Corporate Communications, Direct Sales, Strategic Financial..., Registered Investment..., Vice Presidents, Directors, Marketing Strategy, Product Marketing, Creative Strategy, Credit Risk, Credit Analysis, Lines Of Credit, Comprehensive Planning, Training Programme..., Account Management, B2B, Business Development, Cold Calling, Finance, Management, Mergers, Sales, Sales Management, Sales Operations
Education
California State University-Fullerton 1989 — 1992
Bachelor of Science (BS), Management Entrepreneurship
Matt Hensel Matt Hensel's Bernstein Global Wealth Management Experience August 2013 - November 2013
Job Associate Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust December 2013 - Present
Bernstein Global Wealth Management August 2013 - November 2013
Target November 2012 - March 2013
Wells Fargo August 2012 - November 2012
College of Charleston Student Finance and Investment Club August 2011 - May 2012
Punch & Associates May 2011 - August 2011
Blue Granite Capital, LLC January 2011 - May 2011
UBS Wealth Management September 2010 - December 2010
Skills
Bloomberg Terminal, VBA, Morningstar, Excel, Word, PowerPoint, German, IFRS, US GAAP, Financial Analysis, Financial Modeling, Financial Management, Economics, Econometrics, Economic Modeling, Economic Research, Equity Research, Equity Valuation, Options Strategies, Options, Equity Trading
Education
College of Charleston 2008 — 2012
B.S, Economics, Finance
U.S. Trust December 2013 - Present
Bernstein Global Wealth Management August 2013 - November 2013
Target November 2012 - March 2013
Wells Fargo August 2012 - November 2012
College of Charleston Student Finance and Investment Club August 2011 - May 2012
Punch & Associates May 2011 - August 2011
Blue Granite Capital, LLC January 2011 - May 2011
UBS Wealth Management September 2010 - December 2010
Skills
Bloomberg Terminal, VBA, Morningstar, Excel, Word, PowerPoint, German, IFRS, US GAAP, Financial Analysis, Financial Modeling, Financial Management, Economics, Econometrics, Economic Modeling, Economic Research, Equity Research, Equity Valuation, Options Strategies, Options, Equity Trading
Education
College of Charleston 2008 — 2012
B.S, Economics, Finance
Kathryn Uehlinger Kathryn Uehlinger's Bernstein Global Wealth Management Experience May 2014 - Present
Job Private Client Coordinator at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management May 2014 - Present
Fragomen, Del Rey, Bernsen & Loewy January 2013 - May 2014
Fragomen, Del Rey, Bernsen & Loewy July 2011 - December 2012
Let's Get Ready January 2011 - May 2011
Colgate University September 2008 - May 2011
National Head Start Association September 2007 - May 2011
Nassau County Supreme Court May 2010 - August 2010
Ars et Fides August 2009 - December 2009
The Ocean Club, Inc May 2005 - August 2009
Breast Cancer Awareness Coalition September 2007 - June 2009
Skills
Social Media, Microsoft Office, Lotus Notes, Time Management, Customer Service, Writing
Education
New York University School of Continuing and Professional Studies 2013 — 2014
Certificate in Publishing
Colgate University 2007 — 2011
BA, Political Science, English Literature
Bernstein Global Wealth Management May 2014 - Present
Fragomen, Del Rey, Bernsen & Loewy January 2013 - May 2014
Fragomen, Del Rey, Bernsen & Loewy July 2011 - December 2012
Let's Get Ready January 2011 - May 2011
Colgate University September 2008 - May 2011
National Head Start Association September 2007 - May 2011
Nassau County Supreme Court May 2010 - August 2010
Ars et Fides August 2009 - December 2009
The Ocean Club, Inc May 2005 - August 2009
Breast Cancer Awareness Coalition September 2007 - June 2009
Skills
Social Media, Microsoft Office, Lotus Notes, Time Management, Customer Service, Writing
Education
New York University School of Continuing and Professional Studies 2013 — 2014
Certificate in Publishing
Colgate University 2007 — 2011
BA, Political Science, English Literature
Scott B. Wilson Scott B. Wilson's Bernstein Global Wealth Management Experience 2005 - 2007
Job Investment Professional at Sands Capital Ventures
Industry Investment Management
Experience
Sands Capital Ventures April 2015 - Present
Sands Capital Management July 2012 - April 2015
Copper Rock Capital 2008 - April 2011
Bernstein Global Wealth Management 2005 - 2007
Skills
Research, Investments, Equities, Equity Research, Valuation, Financial Modeling, Asset Managment, Portfolio Management, Financial Analysis, Economics
Education
Brown University 2001 — 2005
B.A., Comparative Literature
Sands Capital Ventures April 2015 - Present
Sands Capital Management July 2012 - April 2015
Copper Rock Capital 2008 - April 2011
Bernstein Global Wealth Management 2005 - 2007
Skills
Research, Investments, Equities, Equity Research, Valuation, Financial Modeling, Asset Managment, Portfolio Management, Financial Analysis, Economics
Education
Brown University 2001 — 2005
B.A., Comparative Literature
Tara Kinateder Tara Kinateder's Bernstein Global Wealth Management Experience August 2006 - October 2011
Job U.S. Trust Market Leader
Industry Financial Services
Experience
Classic Wine Auction September 2014 - Present
US Trust November 2011 - Present
Oregon Food Bank September 2012 - Present
Legacy Health March 2012 - Present
Mentors360 April 2012 - Present
Fred Hutchinson Cancer Research Center January 2011 - December 2014
Oregon Repertory Singers August 2012 - September 2014
Bernstein Global Wealth Management August 2006 - October 2011
Paychex 2001 - 2006
Paychex 1999 - 2001
Skills
Series 7, Series 31, Series 63, Investment Management, Wealth Management, Asset Allocation, Strategic Planning, Specialty Asset..., Retirement Planning, Custom Credit and..., Legacy and Philanthropy, Managing Expectations, Seminar Speaker, Asset Managment, Portfolio Management, Securities, Asset Management, Public Speaking, FINRA, Investment Strategies, Alternative Investments, Estate Planning, Credit, Philanthropy, Strategic Financial..., Trusts, Financial Advisory, Investment Advisory, Wealth, Exceeding Expectations, Small Business, Investments, Leadership, Strategy, Financial Services, Financial Planning, Retirement
Education
University of Washington, Michael G. Foster School of Business 2008 — 2009
Certificate in Financial Planning
Brenau University 1988 — 1992
BA
Classic Wine Auction September 2014 - Present
US Trust November 2011 - Present
Oregon Food Bank September 2012 - Present
Legacy Health March 2012 - Present
Mentors360 April 2012 - Present
Fred Hutchinson Cancer Research Center January 2011 - December 2014
Oregon Repertory Singers August 2012 - September 2014
Bernstein Global Wealth Management August 2006 - October 2011
Paychex 2001 - 2006
Paychex 1999 - 2001
Skills
Series 7, Series 31, Series 63, Investment Management, Wealth Management, Asset Allocation, Strategic Planning, Specialty Asset..., Retirement Planning, Custom Credit and..., Legacy and Philanthropy, Managing Expectations, Seminar Speaker, Asset Managment, Portfolio Management, Securities, Asset Management, Public Speaking, FINRA, Investment Strategies, Alternative Investments, Estate Planning, Credit, Philanthropy, Strategic Financial..., Trusts, Financial Advisory, Investment Advisory, Wealth, Exceeding Expectations, Small Business, Investments, Leadership, Strategy, Financial Services, Financial Planning, Retirement
Education
University of Washington, Michael G. Foster School of Business 2008 — 2009
Certificate in Financial Planning
Brenau University 1988 — 1992
BA
Jason Oberg Jason Oberg's Bernstein Global Wealth Management Experience July 2010 - July 2012
Job Institutional Client Relationship Manager at BlackRock
Industry Investment Management
Experience
BlackRock June 2014 - Present
Tuck School of Business at Dartmouth College July 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Bernstein Global Wealth Management July 2010 - July 2012
Morgan Stanley August 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Skills
Wealth Management..., Investments, Asset Allocation, Alternative Investments, Bloomberg, Hedge Funds, Valuation, Fixed Income, Asset Management, Capital Markets, Due Diligence, Financial Analysis, Financial Modeling, Equities, Wealth Management, Portfolio Management
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Colgate University 2005 — 2009
Bachelor's Degree
Weston High School
BlackRock June 2014 - Present
Tuck School of Business at Dartmouth College July 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Bernstein Global Wealth Management July 2010 - July 2012
Morgan Stanley August 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Skills
Wealth Management..., Investments, Asset Allocation, Alternative Investments, Bloomberg, Hedge Funds, Valuation, Fixed Income, Asset Management, Capital Markets, Due Diligence, Financial Analysis, Financial Modeling, Equities, Wealth Management, Portfolio Management
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Colgate University 2005 — 2009
Bachelor's Degree
Weston High School
Sonya Greenidge, MBA's Bernstein Global Wealth Management Experience June 2007 - December 2008
Job Sr. Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - Present
Bernstein Global Wealth Management June 2007 - December 2008
Citi 2006 - 2007
Citi 2005 - 2006
Citi 2004 - 2005
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Alternative Investments, Equities, Asset Management, Fixed Income, Securities, Investment Strategies, Investment Advisory, Uniform Combined State..., Financial Services, Series 65, Asset Managment, Investments
Education
Thomas M. Cooley Law School 2012 — 2015
Doctor of Law (JD)
Dowling College 2004 — 2006
Master of Business Administration (M.B.A.)
State University of New York College at Old Westbury 1999 — 2002
Bachelor of Arts (B.A.)
Morgan Stanley Smith Barney September 2010 - Present
Bernstein Global Wealth Management June 2007 - December 2008
Citi 2006 - 2007
Citi 2005 - 2006
Citi 2004 - 2005
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Alternative Investments, Equities, Asset Management, Fixed Income, Securities, Investment Strategies, Investment Advisory, Uniform Combined State..., Financial Services, Series 65, Asset Managment, Investments
Education
Thomas M. Cooley Law School 2012 — 2015
Doctor of Law (JD)
Dowling College 2004 — 2006
Master of Business Administration (M.B.A.)
State University of New York College at Old Westbury 1999 — 2002
Bachelor of Arts (B.A.)
Payal Srinivasan's Bernstein Global Wealth Management Experience May 2006 - Present
Job
Industry Financial Services
Experience
Bernstein Global Wealth Management May 2006 - Present
Bernstein Global Wealth Management January 2001 - April 2006
Education
SUNY Binghamton
Bernstein Global Wealth Management May 2006 - Present
Bernstein Global Wealth Management January 2001 - April 2006
Education
SUNY Binghamton
Sue Caplan Sue Caplan's Bernstein Global Wealth Management Experience September 2007 - Present
Job Financial Advisor, Vice President at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management September 2007 - Present
Neuberger Berman September 2006 - September 2007
Bear Stearns 1991 - 2006
Martin Simpson & Company 1986 - 1991
Tandem Computers 1979 - 1986
Skills
Wealth Management, Wealth Accumulation, Wealth Preservation..., Financial Advisory, Investment Advisory, Multi-generational..., Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 7
Education
Cornell University 1973 — 1977
BA, Theoretical Mathematics
Bernstein Global Wealth Management September 2007 - Present
Neuberger Berman September 2006 - September 2007
Bear Stearns 1991 - 2006
Martin Simpson & Company 1986 - 1991
Tandem Computers 1979 - 1986
Skills
Wealth Management, Wealth Accumulation, Wealth Preservation..., Financial Advisory, Investment Advisory, Multi-generational..., Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 7
Education
Cornell University 1973 — 1977
BA, Theoretical Mathematics
Elizabeth Rahn Elizabeth Rahn's Bernstein Global Wealth Management Experience September 2001 - February 2008
Job Vice President, Senior Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2013 - Present
Westmount Asset Management September 2012 - May 2013
Artio Global Investors February 2008 - March 2012
Bernstein Global Wealth Management September 2001 - February 2008
Skills
Investment Management, Asset Allocation, Wealth Management..., Multi-generational..., Multi-generational..., Retirement Planning, Charitable Gift Planning, Charitable Trusts, Charitable Remainder..., Charitable Gift..., Philanthropy
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, Finance and Financial Management Services
Columbia University in the City of New York 1997 — 2001
Bachelor of Arts (BA), French Language and Literature
Northern Trust June 2013 - Present
Westmount Asset Management September 2012 - May 2013
Artio Global Investors February 2008 - March 2012
Bernstein Global Wealth Management September 2001 - February 2008
Skills
Investment Management, Asset Allocation, Wealth Management..., Multi-generational..., Multi-generational..., Retirement Planning, Charitable Gift Planning, Charitable Trusts, Charitable Remainder..., Charitable Gift..., Philanthropy
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, Finance and Financial Management Services
Columbia University in the City of New York 1997 — 2001
Bachelor of Arts (BA), French Language and Literature
Michelle Rooney's Bernstein Global Wealth Management Experience June 2006 - January 2013
Job COO at The Rooney Household
Industry Investment Management
Experience
The Rooney Household January 2013 - Present
Bernstein Global Wealth Management June 2006 - January 2013
Ajilon August 2005 - May 2006
Skills
Investment Strategies, Asset Managment, Wealth Management, Retirement Planning, Financial Modeling, Financial Analysis, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Series 7, Investments, Equities, Portfolio Management, Fixed Income, Series 63
Education
Boston College 2001 — 2005
Bachelors of Arts, Sociology
Concord-Carlisle High School 1997 — 2001
The Rooney Household January 2013 - Present
Bernstein Global Wealth Management June 2006 - January 2013
Ajilon August 2005 - May 2006
Skills
Investment Strategies, Asset Managment, Wealth Management, Retirement Planning, Financial Modeling, Financial Analysis, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Series 7, Investments, Equities, Portfolio Management, Fixed Income, Series 63
Education
Boston College 2001 — 2005
Bachelors of Arts, Sociology
Concord-Carlisle High School 1997 — 2001
Richard Bindler Richard Bindler's Bernstein Global Wealth Management Experience February 2013 - Present
Job Chief Client Officer
Industry Investment Management
Experience
Bernstein Global Wealth Management February 2013 - Present
Bernstein Global Wealth Management September 1999 - Present
Bernstein Global Wealth Management 1997 - 1999
Prudential Financial 1983 - 1987
Education
Boston University 1981 — 1983
MBA, Finance, Marketing
University of Florida 1977 — 1981
Bachelor of Science, Business
Bernstein Global Wealth Management February 2013 - Present
Bernstein Global Wealth Management September 1999 - Present
Bernstein Global Wealth Management 1997 - 1999
Prudential Financial 1983 - 1987
Education
Boston University 1981 — 1983
MBA, Finance, Marketing
University of Florida 1977 — 1981
Bachelor of Science, Business
Christopher McGrann Christopher McGrann's Bernstein Global Wealth Management Experience June 2014 - Present
Job Senior Portfolio Manager at Alliance Bernstein
Industry Financial Services
Experience
Bernstein Global Wealth Management June 2014 - Present
Piper Jaffray 2003 - 2013
RBC/Dain Rauscher Wessels 1998 - 2001
Wessels, Arnold & Henderson 1995 - 1998
Dearborn Advisors 1993 - 1995
Skills
Equities, Investment Banking, IPO, Series 7, Valuation, Capital Markets, Due Diligence, Series 63, Equity Research, Equity Valuation, Trading, Investment Strategies, Venture Capital, Hedge Funds, Financial Modeling, Alternative Investments, Corporate Finance, Communication, Sales, Sales Management, Team Leadership, Relationship Management, Communication Skills, Investor Relations, Growth Investing, Business Valuation, Securities, Financial Services, Fixed Income, Private Equity, Bloomberg
Education
DePauw University 1987 — 1991
BA, Economics, Political Science
Breck School 1978 — 1987
Bernstein Global Wealth Management June 2014 - Present
Piper Jaffray 2003 - 2013
RBC/Dain Rauscher Wessels 1998 - 2001
Wessels, Arnold & Henderson 1995 - 1998
Dearborn Advisors 1993 - 1995
Skills
Equities, Investment Banking, IPO, Series 7, Valuation, Capital Markets, Due Diligence, Series 63, Equity Research, Equity Valuation, Trading, Investment Strategies, Venture Capital, Hedge Funds, Financial Modeling, Alternative Investments, Corporate Finance, Communication, Sales, Sales Management, Team Leadership, Relationship Management, Communication Skills, Investor Relations, Growth Investing, Business Valuation, Securities, Financial Services, Fixed Income, Private Equity, Bloomberg
Education
DePauw University 1987 — 1991
BA, Economics, Political Science
Breck School 1978 — 1987
Daniel Rivers Daniel Rivers's Bernstein Global Wealth Management Experience April 2006 - November 2008
Job CoFounder, Managing Director at Essential Capital
Industry Investment Management
Experience
Essential Capital October 2010 - Present
NASP September 2009 - Present
Nexus Alliance February 2008 - Present
Morgan Stanley Smith Barmey May 2009 - September 2010
Bernstein Global Wealth Management April 2006 - November 2008
KXEN 2004 - 2006
Compete 2002 - 2004
IBM Global Services (formerly Mainspring, Inc.) 1999 - 2002
Fleet Financial Group 1989 - 1999
Skills
Investments, Asset Management, Securities, Insurance, Wealth Management, Film Finance, Private Equity, Ventuire Capital, Asset Managment, Venture Capital, Capital
Education
Dartmouth College 1985 — 1989
BA, Economics
The Roxbury Latin School 1978 — 1985
Essential Capital October 2010 - Present
NASP September 2009 - Present
Nexus Alliance February 2008 - Present
Morgan Stanley Smith Barmey May 2009 - September 2010
Bernstein Global Wealth Management April 2006 - November 2008
KXEN 2004 - 2006
Compete 2002 - 2004
IBM Global Services (formerly Mainspring, Inc.) 1999 - 2002
Fleet Financial Group 1989 - 1999
Skills
Investments, Asset Management, Securities, Insurance, Wealth Management, Film Finance, Private Equity, Ventuire Capital, Asset Managment, Venture Capital, Capital
Education
Dartmouth College 1985 — 1989
BA, Economics
The Roxbury Latin School 1978 — 1985
Erin Riseborough Erin Riseborough's Bernstein Global Wealth Management Experience November 2005 - March 2008
Job Executive Assistant Digital Retail at REI
Industry Retail
Experience
REI January 2011 - Present
REI April 2008 - January 2011
Bernstein Global Wealth Management November 2005 - March 2008
Skills
Email Marketing, Marketing Communications, Marketing, Onboarding, Program Management, E-commerce, Administrative..., Employee Relations, Management, Project Management, Social Media, Recruiting, Event Management, Team Leadership, Training, Strategic Planning, Team Building, PowerPoint, Sales, Customer Service, Social Networking, Research, Event Planning, Budgets, Fundraising, Leadership, Microsoft Office, Retail, Human Resources, Community Outreach, Editing, Nonprofits, Process Improvement, Microsoft Excel, Outlook, Employee Training, Employee Benefits, Microsoft Word, Office Management, SharePoint, Time Management
Education
Bellevue College Continuing Education 2015 — 2016
Certificate in Project Management
Institute for Professional Excellence in Coaching (iPEC) 2013 — 2014
Associate Certified Coach- International Coach Federation (ICF), Executive Coaching & Leadership Development
Bellevue College 2009 — 2012
Certificate in Human Resources Management, Human Resources Management and Services
Eastern Washington University 1999 — 2002
BA, Government, International Systems, Pre-law
Gonzaga University School of Law
REI January 2011 - Present
REI April 2008 - January 2011
Bernstein Global Wealth Management November 2005 - March 2008
Skills
Email Marketing, Marketing Communications, Marketing, Onboarding, Program Management, E-commerce, Administrative..., Employee Relations, Management, Project Management, Social Media, Recruiting, Event Management, Team Leadership, Training, Strategic Planning, Team Building, PowerPoint, Sales, Customer Service, Social Networking, Research, Event Planning, Budgets, Fundraising, Leadership, Microsoft Office, Retail, Human Resources, Community Outreach, Editing, Nonprofits, Process Improvement, Microsoft Excel, Outlook, Employee Training, Employee Benefits, Microsoft Word, Office Management, SharePoint, Time Management
Education
Bellevue College Continuing Education 2015 — 2016
Certificate in Project Management
Institute for Professional Excellence in Coaching (iPEC) 2013 — 2014
Associate Certified Coach- International Coach Federation (ICF), Executive Coaching & Leadership Development
Bellevue College 2009 — 2012
Certificate in Human Resources Management, Human Resources Management and Services
Eastern Washington University 1999 — 2002
BA, Government, International Systems, Pre-law
Gonzaga University School of Law
Scott J Soucy Scott J Soucy's Bernstein Global Wealth Management Experience September 2006 - March 2009
Job
Industry Venture Capital & Private Equity
Experience
The CIM Group August 2012 - Present
Bank of America Merrill Lynch May 2010 - June 2012
CoreLogic LLC April 2009 - April 2010
Bernstein Global Wealth Management September 2006 - March 2009
Bernstein Global Wealth Management July 2005 - August 2006
Bear, Stearns & Co. Inc May 2004 - August 2004
Skills
Financial Modeling, Investment Management, Forecasting, Project Management, Leadership, Product Development, Market Planning, Investments, Asset Managment, Alternative Investments, Valuation, Equities, Hedge Funds, Portfolio Management, Private Equity, Series 7, Wealth Management, Investment Banking, Asset Allocation, Capital Markets
Education
Columbia Engineering 2001 — 2005
Bachelor of Science
The CIM Group August 2012 - Present
Bank of America Merrill Lynch May 2010 - June 2012
CoreLogic LLC April 2009 - April 2010
Bernstein Global Wealth Management September 2006 - March 2009
Bernstein Global Wealth Management July 2005 - August 2006
Bear, Stearns & Co. Inc May 2004 - August 2004
Skills
Financial Modeling, Investment Management, Forecasting, Project Management, Leadership, Product Development, Market Planning, Investments, Asset Managment, Alternative Investments, Valuation, Equities, Hedge Funds, Portfolio Management, Private Equity, Series 7, Wealth Management, Investment Banking, Asset Allocation, Capital Markets
Education
Columbia Engineering 2001 — 2005
Bachelor of Science
Greggory Brant Greggory Brant's Bernstein Global Wealth Management Experience August 2014 - Present
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management August 2014 - Present
JPMorgan Chase Bank, N.A. February 2014 - August 2014
Evershore Financial Group August 2013 - February 2014
PNC August 2011 - August 2013
GNC December 2009 - July 2011
PNC April 2010 - August 2010
Skills
Banking, Financial Analysis, Wealth Management, Life Insurance, Fixed Annuities, Investment Strategies, Financial Modeling, Financial Reporting, Retirement, Essbase, Personal Financial..., Leadership, Financial Strategy, Retirement Strategies, Strategic Partnerships, Variable Annuities, Long Term Care Insurance, Disability Insurance, Public Speaking, Excel
Education
Duquesne University 2012 — 2013
Executive Certificate in Financial Planning
Robert Morris University 2011 — 2012
MBA, Business
Robert Morris University
B.S., Financial Mathematics
Bernstein Global Wealth Management August 2014 - Present
JPMorgan Chase Bank, N.A. February 2014 - August 2014
Evershore Financial Group August 2013 - February 2014
PNC August 2011 - August 2013
GNC December 2009 - July 2011
PNC April 2010 - August 2010
Skills
Banking, Financial Analysis, Wealth Management, Life Insurance, Fixed Annuities, Investment Strategies, Financial Modeling, Financial Reporting, Retirement, Essbase, Personal Financial..., Leadership, Financial Strategy, Retirement Strategies, Strategic Partnerships, Variable Annuities, Long Term Care Insurance, Disability Insurance, Public Speaking, Excel
Education
Duquesne University 2012 — 2013
Executive Certificate in Financial Planning
Robert Morris University 2011 — 2012
MBA, Business
Robert Morris University
B.S., Financial Mathematics
Jacqueline Markoff, CFP® Jacqueline Markoff, CFP®'s Bernstein Global Wealth Management Experience April 2008 - Present
Job Vice President/Client Advisor, Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management April 2008 - Present
Sontag Advisory August 2004 - April 2008
Skills
Series 7, Certified Financial..., Series 63, Series 65, Asset Allocation, Retirement Planning, Wealth Management, Investment Management, Investments, High Net Worth..., Financial Advisory, Wealth Management..., Hedge Funds, Financial Planners, Alternative Investments
Education
State University of New York at Binghamton 2000 — 2004
BS, Financial Economics
Byram Hills High school 1996 — 2000
Bernstein Global Wealth Management April 2008 - Present
Sontag Advisory August 2004 - April 2008
Skills
Series 7, Certified Financial..., Series 63, Series 65, Asset Allocation, Retirement Planning, Wealth Management, Investment Management, Investments, High Net Worth..., Financial Advisory, Wealth Management..., Hedge Funds, Financial Planners, Alternative Investments
Education
State University of New York at Binghamton 2000 — 2004
BS, Financial Economics
Byram Hills High school 1996 — 2000
Mark Kane Mark Kane's Bernstein Global Wealth Management Experience January 2011 - December 2014
Job Senior Vice President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust December 2014 - Present
Bernstein Global Wealth Management January 2011 - December 2014
Xerox Corporation October 1999 - December 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
Master in Business Administration, Entrepreneurship
Providence College 1996 — 1999
BS, Marketing
Atlantic Trust December 2014 - Present
Bernstein Global Wealth Management January 2011 - December 2014
Xerox Corporation October 1999 - December 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
Master in Business Administration, Entrepreneurship
Providence College 1996 — 1999
BS, Marketing
Anthony V. Thompson, CFP ®'s Bernstein Global Wealth Management Experience May 2008 - Present
Job Private Wealth Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management May 2008 - Present
Deutsche Bank December 2000 - January 2008
Goldman Sachs July 1994 - December 2000
JPMorgan Chase 1987 - 1993
Skills
Series 7, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Equities, Portfolio Management, Securities, Investments, Wealth Management, Bonds, Investment Management, ABS, Investment Banking, Structured Products, Asset Allocation, Investment Strategies, Series 63, Mutual Funds, Financial Services, Asset Management
Education
Emory University
BA, Political Science and Government
Bernstein Global Wealth Management May 2008 - Present
Deutsche Bank December 2000 - January 2008
Goldman Sachs July 1994 - December 2000
JPMorgan Chase 1987 - 1993
Skills
Series 7, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Equities, Portfolio Management, Securities, Investments, Wealth Management, Bonds, Investment Management, ABS, Investment Banking, Structured Products, Asset Allocation, Investment Strategies, Series 63, Mutual Funds, Financial Services, Asset Management
Education
Emory University
BA, Political Science and Government
Katie Burke CFP® Katie Burke CFP®'s Bernstein Global Wealth Management Experience February 2006 - January 2010
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Delphi Private Advisors April 2010 - July 2015
Bernstein Global Wealth Management February 2006 - January 2010
Spherion Professional Services September 2005 - February 2006
T. Rowe Price May 2004 - September 2005
Education
Elon University 1999 — 2003
BS, Finance
Delphi Private Advisors April 2010 - July 2015
Bernstein Global Wealth Management February 2006 - January 2010
Spherion Professional Services September 2005 - February 2006
T. Rowe Price May 2004 - September 2005
Education
Elon University 1999 — 2003
BS, Finance
Chris Filley's Bernstein Global Wealth Management Experience June 2009 - November 2010
Job Account Executive, Institutional Business Development at Invesco
Industry Investment Management
Experience
Invesco Ltd. September 2014 - Present
AllianceBernstein February 2014 - August 2014
AllianceBernstein June 2011 - January 2014
AllianceBernstein December 2010 - June 2011
Bernstein Global Wealth Management June 2009 - November 2010
Goldman Sachs June 2007 - May 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Chapman University 2004 — 2008
Bachelor of Science (B.S.), Finance & Management
Invesco Ltd. September 2014 - Present
AllianceBernstein February 2014 - August 2014
AllianceBernstein June 2011 - January 2014
AllianceBernstein December 2010 - June 2011
Bernstein Global Wealth Management June 2009 - November 2010
Goldman Sachs June 2007 - May 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Chapman University 2004 — 2008
Bachelor of Science (B.S.), Finance & Management
Julia Whalen Julia Whalen's Bernstein Global Wealth Management Experience August 2007 - September 2008
Job Marketing and Proposal Coordinator at ERM: Environmental Resources Management
Industry Renewables & Environment
Experience
ERM: Environmental Resources Management May 2015 - Present
Hu Honua Bioenergy, LLC May 2011 - April 2015
Contra Costa Regional Medical Center January 2009 - July 2010
Contra Costa Regional Medical Center October 2008 - January 2009
Bernstein Global Wealth Management August 2007 - September 2008
Contra Costa Times / Bay Area News Group July 2006 - August 2007
Skills
Marketing, Marketing Strategy, Marketing Communications, Event Planning, Project Management, Alternative Energy..., Editing, Employee Relations, Management, Research, Writing
Education
California State University-East Bay
Master of Arts (M.A.), English Literature
University of California, Berkeley
Bachelor of Arts (B.A.), English Literature
Benicia High School
ERM: Environmental Resources Management May 2015 - Present
Hu Honua Bioenergy, LLC May 2011 - April 2015
Contra Costa Regional Medical Center January 2009 - July 2010
Contra Costa Regional Medical Center October 2008 - January 2009
Bernstein Global Wealth Management August 2007 - September 2008
Contra Costa Times / Bay Area News Group July 2006 - August 2007
Skills
Marketing, Marketing Strategy, Marketing Communications, Event Planning, Project Management, Alternative Energy..., Editing, Employee Relations, Management, Research, Writing
Education
California State University-East Bay
Master of Arts (M.A.), English Literature
University of California, Berkeley
Bachelor of Arts (B.A.), English Literature
Benicia High School
Aaron Hattenbach Aaron Hattenbach's Bernstein Global Wealth Management Experience May 2010 - September 2010
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
HighTower February 2012 - April 2014
Concentric Capital (Acquired by Telemus Capital) September 2010 - February 2012
Bernstein Global Wealth Management May 2010 - September 2010
Massachusetts Attorney General's Office August 2008 - December 2008
Skills
Alternative Investments, Equities, Portfolio Management, Asset Allocation, Salesforce.com, Fixed Income, Series 7, Series 63, Risk Management, Financial Advisory, Series 65, Wealth Management, Investment Strategies, Investment Management, Equity Research, Options Strategies, Business Development, Microsoft Office, VBA, Financial Modeling, Financial Statement..., Valuation, Security Analysis, Trading, Investments, Investment Advisory, Securities, Investment Banking, Due Diligence
Education
Brandeis University 2005 — 2009
BA, Politics, Business, Legal Studies
Investment Banking Institute
Santa Monica High School 2001 — 2005
Amherst College 2004 — 2004
Business Administration and Management, General
Bank of America Merrill Lynch June 2015 - Present
HighTower February 2012 - April 2014
Concentric Capital (Acquired by Telemus Capital) September 2010 - February 2012
Bernstein Global Wealth Management May 2010 - September 2010
Massachusetts Attorney General's Office August 2008 - December 2008
Skills
Alternative Investments, Equities, Portfolio Management, Asset Allocation, Salesforce.com, Fixed Income, Series 7, Series 63, Risk Management, Financial Advisory, Series 65, Wealth Management, Investment Strategies, Investment Management, Equity Research, Options Strategies, Business Development, Microsoft Office, VBA, Financial Modeling, Financial Statement..., Valuation, Security Analysis, Trading, Investments, Investment Advisory, Securities, Investment Banking, Due Diligence
Education
Brandeis University 2005 — 2009
BA, Politics, Business, Legal Studies
Investment Banking Institute
Santa Monica High School 2001 — 2005
Amherst College 2004 — 2004
Business Administration and Management, General
Alexander Fokides Alexander Fokides's Bernstein Global Wealth Management Experience November 2006 - February 2009
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS June 2015 - Present
UBS January 2014 - May 2015
UBS February 2009 - December 2013
Bernstein Global Wealth Management November 2006 - February 2009
AXA Advisors June 2005 - September 2006
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Business Administration (M.B.A.), Marketing / Finance
Franklin & Marshall College 2001 — 2005
Bachelor of Arts (B.A.)
New Canaan High School 1997 — 2001
UBS June 2015 - Present
UBS January 2014 - May 2015
UBS February 2009 - December 2013
Bernstein Global Wealth Management November 2006 - February 2009
AXA Advisors June 2005 - September 2006
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Business Administration (M.B.A.), Marketing / Finance
Franklin & Marshall College 2001 — 2005
Bachelor of Arts (B.A.)
New Canaan High School 1997 — 2001
Bernie Goldstein Bernie Goldstein's Bernstein Global Wealth Management Experience October 2007 - April 2010
Job Senior Training Manager, Head U.S. Sales Training & Certified Executive Coach at Legg Mason
Industry Professional Training & Coaching
Experience
Legg Mason August 2014 - Present
Legg Mason April 2010 - July 2014
Bernstein Global Wealth Management October 2007 - April 2010
Bernstein Global Wealth Management March 2005 - September 2007
UBS Wealth Management February 2003 - March 2005
Skills
Talent Management, Leadership Development, Series 7, Asset Allocation, Succession Planning, Financial Services, Training, MBTI, Strategic Planning, Wealth Management, Investments, Mutual Funds, Series 63, Asset Managment
Education
University of Florida - Warrington College Of Business 2006 — 2008
MBA
Columbia University in the City of New York 1998 — 2002
Jewish Theological Seminary
Legg Mason August 2014 - Present
Legg Mason April 2010 - July 2014
Bernstein Global Wealth Management October 2007 - April 2010
Bernstein Global Wealth Management March 2005 - September 2007
UBS Wealth Management February 2003 - March 2005
Skills
Talent Management, Leadership Development, Series 7, Asset Allocation, Succession Planning, Financial Services, Training, MBTI, Strategic Planning, Wealth Management, Investments, Mutual Funds, Series 63, Asset Managment
Education
University of Florida - Warrington College Of Business 2006 — 2008
MBA
Columbia University in the City of New York 1998 — 2002
Jewish Theological Seminary
Arielle Siboni Arielle Siboni's Bernstein Global Wealth Management Experience August 2010 - June 2012
Job Senior Assistant Buyer at Bloomingdale's
Industry Financial Services
Experience
Bloomingdale's June 2014 - Present
Bloomingdale's January 2013 - June 2014
Bloomingdale's June 2012 - December 2012
Bernstein Global Wealth Management August 2010 - June 2012
Congressman Steven R. Rothman at United States House of Representatives February 2010 - August 2010
Rothman For New Jersey February 2010 - August 2010
United States House of Representatives August 2009 - February 2010
Skills
Management, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Event Planning, Sales
Education
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts, Foreign Area Studies, Middle Eastern Studies
Bloomingdale's June 2014 - Present
Bloomingdale's January 2013 - June 2014
Bloomingdale's June 2012 - December 2012
Bernstein Global Wealth Management August 2010 - June 2012
Congressman Steven R. Rothman at United States House of Representatives February 2010 - August 2010
Rothman For New Jersey February 2010 - August 2010
United States House of Representatives August 2009 - February 2010
Skills
Management, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Event Planning, Sales
Education
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts, Foreign Area Studies, Middle Eastern Studies
Gib Chapman's Bernstein Global Wealth Management Experience June 2001 - January 2009
Job Managing Director at U.S. Trust
Industry Financial Services
Experience
U.S. Trust November 2012 - Present
Bessemer Trust January 2009 - November 2012
Bernstein Global Wealth Management June 2001 - January 2009
ACTV November 1999 - June 2001
EMAP June 1998 - July 1999
Condé Nast 1984 - 1996
Choate Rosemary Hall June 1983 - August 1984
Skills
Investments, Asset Management, Investment Management, Series 7, Asset Allocation, Wealth Management, Management, Equities, Finance, Portfolio Management, Private Equity, Hedge Funds, Alternative Investments, Wealth, Investment Strategies, Financial Analysis, Investment Advisory, Financial Planning
Education
Ohio Wesleyan University 1979 — 1983
Bachelor of Arts (B.A.)
Choate Rosemary Hall 1975 — 1979
High School
Green Vale School 1965 — 1975
Wharton Executive Leadership Program
U.S. Trust November 2012 - Present
Bessemer Trust January 2009 - November 2012
Bernstein Global Wealth Management June 2001 - January 2009
ACTV November 1999 - June 2001
EMAP June 1998 - July 1999
Condé Nast 1984 - 1996
Choate Rosemary Hall June 1983 - August 1984
Skills
Investments, Asset Management, Investment Management, Series 7, Asset Allocation, Wealth Management, Management, Equities, Finance, Portfolio Management, Private Equity, Hedge Funds, Alternative Investments, Wealth, Investment Strategies, Financial Analysis, Investment Advisory, Financial Planning
Education
Ohio Wesleyan University 1979 — 1983
Bachelor of Arts (B.A.)
Choate Rosemary Hall 1975 — 1979
High School
Green Vale School 1965 — 1975
Wharton Executive Leadership Program
Carlos Questell's Bernstein Global Wealth Management Experience September 2012 - February 2013
Job International Business Development / Director of European Institutional Equity Sales
Industry Financial Services
Experience
MainFirst Bank AG July 2013 - Present
Bernstein Global Wealth Management September 2012 - February 2013
HSBC April 2009 - January 2012
Execution LLC April 2007 - April 2009
Exane/ BNP Paribas June 2005 - April 2007
Credit Suisse First Boston November 1999 - February 2005
Skills
Equities, Capital Markets, Series 7, Series 63, Bloomberg, Business Development, Institutional..., Investment Banking, Equity Research, Investor Relations, Wealth Management..., Financial Markets, Investment Management, Investments, Relationship Management, Trading, Spanish, Latin America, International Relations, Team-oriented, IPO, International Sales, Financial Services, Asset Management, International Equities, Sales Research, Series 65, Securities, Institutional Investors, Western Europe, Client Development, Investment Strategies, Relationship Building, Relationship Development, Sales Management, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Management
Columbia University in the City of New York 1993 — 1998
BA, International Relations
Salesianum School 1989 — 1993
High School, High School/Secondary Diplomas and Certificates
MainFirst Bank AG July 2013 - Present
Bernstein Global Wealth Management September 2012 - February 2013
HSBC April 2009 - January 2012
Execution LLC April 2007 - April 2009
Exane/ BNP Paribas June 2005 - April 2007
Credit Suisse First Boston November 1999 - February 2005
Skills
Equities, Capital Markets, Series 7, Series 63, Bloomberg, Business Development, Institutional..., Investment Banking, Equity Research, Investor Relations, Wealth Management..., Financial Markets, Investment Management, Investments, Relationship Management, Trading, Spanish, Latin America, International Relations, Team-oriented, IPO, International Sales, Financial Services, Asset Management, International Equities, Sales Research, Series 65, Securities, Institutional Investors, Western Europe, Client Development, Investment Strategies, Relationship Building, Relationship Development, Sales Management, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Management
Columbia University in the City of New York 1993 — 1998
BA, International Relations
Salesianum School 1989 — 1993
High School, High School/Secondary Diplomas and Certificates
Vanessa Rose Vanessa Rose's Bernstein Global Wealth Management Experience September 2008 - September 2010
Job Executive Assistant at Friedman Fleischer & Lowe
Industry Venture Capital & Private Equity
Experience
Friedman Fleischer & Lowe October 2011 - Present
Golub Capital September 2010 - July 2011
Bernstein Global Wealth Management September 2008 - September 2010
Atlantic Charter Insurance Company August 2006 - August 2008
Skills
C-Level Executive..., Private Equity, Business Travel, Executive Calendar..., Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Close Attention to..., Event Planning, Recruiting, NYS Notary Public, Spreadsheets
Education
Boston University 2002 — 2006
Bachelor of Science, Economics
Brown University 2001 — 2001
Pre-College Program
Friedman Fleischer & Lowe October 2011 - Present
Golub Capital September 2010 - July 2011
Bernstein Global Wealth Management September 2008 - September 2010
Atlantic Charter Insurance Company August 2006 - August 2008
Skills
C-Level Executive..., Private Equity, Business Travel, Executive Calendar..., Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Close Attention to..., Event Planning, Recruiting, NYS Notary Public, Spreadsheets
Education
Boston University 2002 — 2006
Bachelor of Science, Economics
Brown University 2001 — 2001
Pre-College Program
Amy Pitts Botkin Amy Pitts Botkin's Bernstein Global Wealth Management Experience July 2014 - Present
Job Vice President at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management July 2014 - Present
Publicis Touchpoint Solutions, Inc. September 2011 - July 2014
Bernstein Global Wealth Management July 2007 - August 2011
Pfizer January 1990 - June 2007
Education
Clemson University 1985 — 1989
Bachelor of Science (BS)
Eastside High School
Eastside High School
Bernstein Global Wealth Management July 2014 - Present
Publicis Touchpoint Solutions, Inc. September 2011 - July 2014
Bernstein Global Wealth Management July 2007 - August 2011
Pfizer January 1990 - June 2007
Education
Clemson University 1985 — 1989
Bachelor of Science (BS)
Eastside High School
Eastside High School
John M. Ray John M. Ray's Bernstein Global Wealth Management Experience March 2007 - November 2008
Job Personal Wealth Advisor at Buckhead Investment Partners
Industry Financial Services
Experience
Buckhead Investment Partners April 2014 - Present
Level Creek Wealth Management April 2011 - April 2014
BNY Mellon Wealth Management February 2009 - April 2011
Bernstein Global Wealth Management March 2007 - November 2008
AT&T 1995 - 2007
AT&T / BellSouth 1995 - 2006
Procter & Gamble 1997 - 1998
Skills
Estate Planning, New Business Development, Wealth Management, Financial Planning, Real Estate, Insurance, Investments, Succession Planning, Financial Analysis, Sales Management, Business Planning, Trusts, Portfolio Management, Financial Management, Equities, Public Speaking, Hedge Funds, Asset Allocation, Telecommunication..., Fiber Optics, Private Banking, Mergers & Acquisitions, Management, Strategic Financial..., Business Development, Strategy, Start-ups, Telecommunications
Education
The Birmingham School of Law 1995 — 2000
JD, Law
University of South Carolina - Darla Moore School of Business 1990 — 1992
MIBS, International Business
Emory University 1985 — 1989
BA, Political Science and Government
Vestavia Hills High
Buckhead Investment Partners April 2014 - Present
Level Creek Wealth Management April 2011 - April 2014
BNY Mellon Wealth Management February 2009 - April 2011
Bernstein Global Wealth Management March 2007 - November 2008
AT&T 1995 - 2007
AT&T / BellSouth 1995 - 2006
Procter & Gamble 1997 - 1998
Skills
Estate Planning, New Business Development, Wealth Management, Financial Planning, Real Estate, Insurance, Investments, Succession Planning, Financial Analysis, Sales Management, Business Planning, Trusts, Portfolio Management, Financial Management, Equities, Public Speaking, Hedge Funds, Asset Allocation, Telecommunication..., Fiber Optics, Private Banking, Mergers & Acquisitions, Management, Strategic Financial..., Business Development, Strategy, Start-ups, Telecommunications
Education
The Birmingham School of Law 1995 — 2000
JD, Law
University of South Carolina - Darla Moore School of Business 1990 — 1992
MIBS, International Business
Emory University 1985 — 1989
BA, Political Science and Government
Vestavia Hills High
Nicole F Gordon's Bernstein Global Wealth Management Experience July 2009 - August 2010
Job
Industry Marketing and Advertising
Experience
PHENOMENON June 2014 - Present
Various Companies June 2014 - Present
Crescent Creative November 2013 - June 2014
Career Group Inc. May 2012 - November 2013
Research Foundation of CUNY August 2010 - March 2012
Bernstein Global Wealth Management July 2009 - August 2010
Skills
Recruiting, Corporate Communications, Talent Management, Talent Acquisition, Social Media Marketing, Qualitative Research, Quantitative Research, Talent Scouting, New Hire Orientations, Applicant Tracking..., Interviews, Fundraising, Sourcing, Strategic Planning, HRIS, PeopleSoft, Organizational..., Employee Relations, Recruitment Advertising, Employee Engagement, Resume Writing, Temporary Placement, Onboarding, Project Management, Leadership Development, Online Research, Employee Training, SPSS, Human Resources, Executive Search, Training, Performance Management, College Recruiting
Education
University of Southern California
BA, Psychology
City University of New York
MA, Psychology
PHENOMENON June 2014 - Present
Various Companies June 2014 - Present
Crescent Creative November 2013 - June 2014
Career Group Inc. May 2012 - November 2013
Research Foundation of CUNY August 2010 - March 2012
Bernstein Global Wealth Management July 2009 - August 2010
Skills
Recruiting, Corporate Communications, Talent Management, Talent Acquisition, Social Media Marketing, Qualitative Research, Quantitative Research, Talent Scouting, New Hire Orientations, Applicant Tracking..., Interviews, Fundraising, Sourcing, Strategic Planning, HRIS, PeopleSoft, Organizational..., Employee Relations, Recruitment Advertising, Employee Engagement, Resume Writing, Temporary Placement, Onboarding, Project Management, Leadership Development, Online Research, Employee Training, SPSS, Human Resources, Executive Search, Training, Performance Management, College Recruiting
Education
University of Southern California
BA, Psychology
City University of New York
MA, Psychology
Brittany McLaughlin Brittany McLaughlin's Bernstein Global Wealth Management Experience May 2014 - Present
Job Private Client Coordinator
Industry Financial Services
Experience
Bernstein Global Wealth Management May 2014 - Present
Avenue Kitchen May 2013 - May 2014
Vanguard November 2013 - January 2014
Bracket June 2012 - November 2013
EnvirsoSure, Inc August 2011 - December 2011
Delaware County's Brandywine Conference and Visitors Bureau June 2007 - August 2007
Grajek/McLaughlin Medical Transcription May 2005 - August 2007
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, ArcGIS, Public Relations, Fundraising, Project Planning, Databases, Customer Service, Data Analysis, CRM, Time Management
Education
West Chester University of Pennsylvania 2009 — 2012
B.A. Geography, Urban and Regional Planning
Delaware County Community College 2006 — 2011
Communication Studies
Bernstein Global Wealth Management May 2014 - Present
Avenue Kitchen May 2013 - May 2014
Vanguard November 2013 - January 2014
Bracket June 2012 - November 2013
EnvirsoSure, Inc August 2011 - December 2011
Delaware County's Brandywine Conference and Visitors Bureau June 2007 - August 2007
Grajek/McLaughlin Medical Transcription May 2005 - August 2007
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, ArcGIS, Public Relations, Fundraising, Project Planning, Databases, Customer Service, Data Analysis, CRM, Time Management
Education
West Chester University of Pennsylvania 2009 — 2012
B.A. Geography, Urban and Regional Planning
Delaware County Community College 2006 — 2011
Communication Studies
Brett Langbert's Bernstein Global Wealth Management Experience January 2015 - Present
Job Wealth Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management January 2015 - Present
Israel A. Englander & Co. March 2013 - May 2014
UBS Investment Bank June 2010 - March 2012
Morgan Stanley April 2007 - June 2010
Goldman Sachs June 1995 - April 2007
Education
Colgate University 1991 — 1995
Bachelor of Arts (B.A.), With Honors in Political Science and Government
Bernstein Global Wealth Management January 2015 - Present
Israel A. Englander & Co. March 2013 - May 2014
UBS Investment Bank June 2010 - March 2012
Morgan Stanley April 2007 - June 2010
Goldman Sachs June 1995 - April 2007
Education
Colgate University 1991 — 1995
Bachelor of Arts (B.A.), With Honors in Political Science and Government
Anthony Belen Anthony Belen's Bernstein Global Wealth Management Experience 2013 - 2014
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group June 2015 - Present
Bernstein Global Wealth Management 2013 - 2014
Hawkes Learning Systems March 2010 - June 2013
Basileus Capital Partners, LLC June 2009 - January 2010
Goldman Sachs June 2008 - August 2008
Skills
Economics, Spanish, Valuation, Finance, Equities, Private Equity, Trading, Financial Modeling, Financial Analysis, Sales, Marketing Strategy, Customer Service, Sales Presentations, Emerging Markets, Analysis, Statistics, Strategy, Public Speaking, Fixed Income, Capital Markets, Derivatives, Due Diligence, Risk Management, Financial Services, Credit Analysis, Macroeconomics, Data Analysis, Sales Management, Marketing, Lead Generation, Key Account Management, Bloomberg, Investments, Customer Retention, Solution Selling, Operations Management, Leadership, Teamwork
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Strategy
Duke University 2005 — 2009
BS, Economics, Spanish, 3.79
Universidad San Pablo-CEU 2007 — 2007
Economics, 4.0
Universidade Federal do Rio de Janeiro 2007 — 2007
Portuguese Language and Literature
The Boston Consulting Group June 2015 - Present
Bernstein Global Wealth Management 2013 - 2014
Hawkes Learning Systems March 2010 - June 2013
Basileus Capital Partners, LLC June 2009 - January 2010
Goldman Sachs June 2008 - August 2008
Skills
Economics, Spanish, Valuation, Finance, Equities, Private Equity, Trading, Financial Modeling, Financial Analysis, Sales, Marketing Strategy, Customer Service, Sales Presentations, Emerging Markets, Analysis, Statistics, Strategy, Public Speaking, Fixed Income, Capital Markets, Derivatives, Due Diligence, Risk Management, Financial Services, Credit Analysis, Macroeconomics, Data Analysis, Sales Management, Marketing, Lead Generation, Key Account Management, Bloomberg, Investments, Customer Retention, Solution Selling, Operations Management, Leadership, Teamwork
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Strategy
Duke University 2005 — 2009
BS, Economics, Spanish, 3.79
Universidad San Pablo-CEU 2007 — 2007
Economics, 4.0
Universidade Federal do Rio de Janeiro 2007 — 2007
Portuguese Language and Literature
Peter Dreyfuss Peter Dreyfuss's Bernstein Global Wealth Management Experience April 1993 - Present
Job Principal & Director at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management April 1993 - Present
Levitt Corporation 1991 - 1993
Smith Barney, Harris Upham & Co., Inc. 1989 - 1991
Drexel Burnham Lambert 1987 - 1989
Wallenstein/Grubb & Ellis (Formerly Miller/Sonnenblick - Goldman) 1984 - 1987
Skills
Alternative Investments, Investments, Asset Management, Hedge Funds, Wealth Management, Asset Allocation, Investment Strategies, Equities, Portfolio Management, Private Equity, Investment Advisory, Fixed Income, Wealth Management..., Financial Modeling, Capital Markets, Mutual Funds
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA)
Cornell University 1976 — 1980
Bachelor of Science (BS)
Bernstein Global Wealth Management April 1993 - Present
Levitt Corporation 1991 - 1993
Smith Barney, Harris Upham & Co., Inc. 1989 - 1991
Drexel Burnham Lambert 1987 - 1989
Wallenstein/Grubb & Ellis (Formerly Miller/Sonnenblick - Goldman) 1984 - 1987
Skills
Alternative Investments, Investments, Asset Management, Hedge Funds, Wealth Management, Asset Allocation, Investment Strategies, Equities, Portfolio Management, Private Equity, Investment Advisory, Fixed Income, Wealth Management..., Financial Modeling, Capital Markets, Mutual Funds
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA)
Cornell University 1976 — 1980
Bachelor of Science (BS)
Sophie Newsom's Bernstein Global Wealth Management Experience February 2014 - April 2015
Job Master of Arts in Teaching at Georgia State University
Industry
Experience
Georgia State University May 2015 - Present
Bernstein Global Wealth Management February 2014 - April 2015
Sartain Lanier Family Foundation January 2014 - February 2014
Mark Riley for School Board October 2013 - November 2013
Womenetics May 2013 - September 2013
Arcus Capital Partners March 2013 - April 2013
Private Employment 2003 - 2013
MUSC Children's Hospital November 2010 - December 2010
Camp Twin Lakes May 2010 - August 2010
Skills
Research, Leadership
Education
UNC Business Certificate Program 2013 — 2014
Leadership Development Company 2013 — 2013
Agnes Scott College Postbaccalaureate Program 2012 — 2013
Davidson College 2008 — 2012
Georgia State University May 2015 - Present
Bernstein Global Wealth Management February 2014 - April 2015
Sartain Lanier Family Foundation January 2014 - February 2014
Mark Riley for School Board October 2013 - November 2013
Womenetics May 2013 - September 2013
Arcus Capital Partners March 2013 - April 2013
Private Employment 2003 - 2013
MUSC Children's Hospital November 2010 - December 2010
Camp Twin Lakes May 2010 - August 2010
Skills
Research, Leadership
Education
UNC Business Certificate Program 2013 — 2014
Leadership Development Company 2013 — 2013
Agnes Scott College Postbaccalaureate Program 2012 — 2013
Davidson College 2008 — 2012
Alexandra Herman's Bernstein Global Wealth Management Experience June 2014 - Present
Job Project Manager, AVP
Industry Investment Management
Experience
Bernstein Global Wealth Management June 2014 - Present
Bernstein Global Wealth Management July 2009 - June 2014
Skills
Business Strategy, Financial Modeling, Financial Analysis, Alternative Investments, Project Management, Team Leadership, Business Process..., Project Planning, Business Process..., Team Management, Microsoft Office, Project Coordination, MBA, Internal Communications, Cross Functional..., Microsoft Project, Visio, Process Improvement
Education
NYU Stern School of Business 2010 — 2013
Master's degree, Strategy/Social Innovation
Boston University 2004 — 2008
Bachelor of Arts (BA), Economics
Semester at Sea
International/Global Studies
Bernstein Global Wealth Management June 2014 - Present
Bernstein Global Wealth Management July 2009 - June 2014
Skills
Business Strategy, Financial Modeling, Financial Analysis, Alternative Investments, Project Management, Team Leadership, Business Process..., Project Planning, Business Process..., Team Management, Microsoft Office, Project Coordination, MBA, Internal Communications, Cross Functional..., Microsoft Project, Visio, Process Improvement
Education
NYU Stern School of Business 2010 — 2013
Master's degree, Strategy/Social Innovation
Boston University 2004 — 2008
Bachelor of Arts (BA), Economics
Semester at Sea
International/Global Studies
Rachel Pellegrini's Bernstein Global Wealth Management Experience July 2005 - June 2010
Job Partner, Vice President Project Solutions Group
Industry Staffing and Recruiting
Experience
JustinBradley April 2015 - Present
JustinBradley May 2011 - April 2015
United Service Organizations, Inc. June 2010 - April 2011
Bernstein Global Wealth Management July 2005 - June 2010
Evergreen Investments August 2003 - June 2005
Skills
Recruiting, CRM, Business Analysis, Financial Services, Finance, Investments, Project Management, Wealth Management, Mortgage Lending, Accounting, Consulting, Training, Banking, Risk Management, New Business Development, Credit, Loans, Process Improvement, Underwriting, Financial Analysis
Education
Boston University 1996 — 2000
B.A, Psychology
Haddam Killingworth
JustinBradley April 2015 - Present
JustinBradley May 2011 - April 2015
United Service Organizations, Inc. June 2010 - April 2011
Bernstein Global Wealth Management July 2005 - June 2010
Evergreen Investments August 2003 - June 2005
Skills
Recruiting, CRM, Business Analysis, Financial Services, Finance, Investments, Project Management, Wealth Management, Mortgage Lending, Accounting, Consulting, Training, Banking, Risk Management, New Business Development, Credit, Loans, Process Improvement, Underwriting, Financial Analysis
Education
Boston University 1996 — 2000
B.A, Psychology
Haddam Killingworth
Gregory Weiss Gregory Weiss's Bernstein Global Wealth Management Experience July 2002 - August 2006
Job Senior Financial Advisor, Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2008 - Present
Lehman Brothers August 2006 - August 2008
Bernstein Global Wealth Management July 2002 - August 2006
AllianceBernstein June 2002 - August 2006
Comdisco June 1988 - May 2002
Memorex 1983 - 1988
Education
San Jose State University 1985 — 1986
MBA, Finance
California State University-Chico 1980 — 1983
B.S., Business Administration, Finance
Del Mar High School 1974 — 1979
Wells Fargo Advisors September 2008 - Present
Lehman Brothers August 2006 - August 2008
Bernstein Global Wealth Management July 2002 - August 2006
AllianceBernstein June 2002 - August 2006
Comdisco June 1988 - May 2002
Memorex 1983 - 1988
Education
San Jose State University 1985 — 1986
MBA, Finance
California State University-Chico 1980 — 1983
B.S., Business Administration, Finance
Del Mar High School 1974 — 1979
TIMOTHY PENNISE's Bernstein Global Wealth Management Experience January 2003 - September 2009
Job
Industry Financial Services
Experience
UBS September 2009 - Present
Bernstein Global Wealth Management January 2003 - September 2009
William Blair & Company September 2000 - July 2002
Deloitte & Touche September 1999 - August 2000
Education
Bucknell University 1995 — 1999
UBS September 2009 - Present
Bernstein Global Wealth Management January 2003 - September 2009
William Blair & Company September 2000 - July 2002
Deloitte & Touche September 1999 - August 2000
Education
Bucknell University 1995 — 1999
Dionne Gumbs Dionne Gumbs's Bernstein Global Wealth Management Experience 2010 - 2013
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust January 2015 - Present
Wealthrive, Inc. April 2013 - 2015
Bernstein Global Wealth Management 2010 - 2013
JP Morgan September 2007 - 2010
Lone Pine Capital 2002 - 2005
SEI 2000 - 2002
Skills
Asset Managment, Hedge Funds, Financial Services, Equities, Investor Relations, Investments, Estate Planning, Alternative Investments, Fixed Income, Capital Markets, Series 7, Securities, Wealth Management, Multi-generational..., Stock Management, Asset Management, Mentoring, Asset Allocation, Venture Capital, Investment Strategies, Investment Advisory, Investment Management
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 1996 — 2000
BA
Poly Prep
U.S. Trust January 2015 - Present
Wealthrive, Inc. April 2013 - 2015
Bernstein Global Wealth Management 2010 - 2013
JP Morgan September 2007 - 2010
Lone Pine Capital 2002 - 2005
SEI 2000 - 2002
Skills
Asset Managment, Hedge Funds, Financial Services, Equities, Investor Relations, Investments, Estate Planning, Alternative Investments, Fixed Income, Capital Markets, Series 7, Securities, Wealth Management, Multi-generational..., Stock Management, Asset Management, Mentoring, Asset Allocation, Venture Capital, Investment Strategies, Investment Advisory, Investment Management
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 1996 — 2000
BA
Poly Prep
Brendan Lang, CFA's Bernstein Global Wealth Management Experience September 2011 - Present
Job Senior Managing Associate at Bernstein Private Wealth Management
Industry Investment Banking
Experience
Bernstein Global Wealth Management September 2011 - Present
Pacific Crest Securities June 2009 - July 2011
Bank of America June 2008 - March 2009
NEPC June 2007 - August 2007
Boston College Athletics August 2006 - March 2007
Skills
Bloomberg, Investments, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Due Diligence, Derivatives, Securities, Strategy, Equity Research, Mutual Funds, Business Strategy, Microsoft Excel, Series 7, Data Analysis, CFA
Education
Boston College 2004 — 2008
BS, Finance and Economics
Melbourne University 2007 — 2007
CFA
Bernstein Global Wealth Management September 2011 - Present
Pacific Crest Securities June 2009 - July 2011
Bank of America June 2008 - March 2009
NEPC June 2007 - August 2007
Boston College Athletics August 2006 - March 2007
Skills
Bloomberg, Investments, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Due Diligence, Derivatives, Securities, Strategy, Equity Research, Mutual Funds, Business Strategy, Microsoft Excel, Series 7, Data Analysis, CFA
Education
Boston College 2004 — 2008
BS, Finance and Economics
Melbourne University 2007 — 2007
CFA
Joseph Septimus Joseph Septimus's Bernstein Global Wealth Management Experience February 2014 - Present
Job Bernstein Global Wealth Management, VP
Industry Investment Management
Experience
Bernstein Global Wealth Management February 2014 - Present
Kostelanetz & Fink, LLP October 2010 - February 2014
Sullivan & Cromwell LLP September 2003 - September 2010
Skills
Tax Planning, Tax Controversy, Public Speaking
Education
Brooklyn Law School
Bernstein Global Wealth Management February 2014 - Present
Kostelanetz & Fink, LLP October 2010 - February 2014
Sullivan & Cromwell LLP September 2003 - September 2010
Skills
Tax Planning, Tax Controversy, Public Speaking
Education
Brooklyn Law School
Avi Coburn Avi Coburn's Bernstein Global Wealth Management Experience June 2005 - November 2008
Job Mutual Fund Compliance Supervisor at ING Funds
Industry Investment Management
Experience
ING Funds June 2009 - Present
Bernstein Global Wealth Management June 2005 - November 2008
Meridian Capital Group August 2004 - June 2005
Skills
Mutual Funds, Investments, Financial Analysis, Financial Modeling, Asset Managment, Strategic Planning, Finance, Risk Management, Equities
Education
Arizona State University - W. P. Carey School of Business 2009 — 2010
Masters, Business Administration: Finance
Brandeis University 2000 — 2004
BA, Political Science
ING Funds June 2009 - Present
Bernstein Global Wealth Management June 2005 - November 2008
Meridian Capital Group August 2004 - June 2005
Skills
Mutual Funds, Investments, Financial Analysis, Financial Modeling, Asset Managment, Strategic Planning, Finance, Risk Management, Equities
Education
Arizona State University - W. P. Carey School of Business 2009 — 2010
Masters, Business Administration: Finance
Brandeis University 2000 — 2004
BA, Political Science
Michael Fanelli Michael Fanelli's Bernstein Global Wealth Management Experience January 2009 - July 2009
Job Brand Manager Ball Park Innovation
Industry Marketing and Advertising
Experience
Tyson Foods October 2014 - Present
Hillshire Brands October 2011 - September 2014
Energizer Personal Care June 2010 - August 2010
Bernstein Global Wealth Management January 2009 - July 2009
Bernstein Global Wealth Management July 2006 - January 2009
Anuban Chonburi School October 2005 - April 2006
AXA Equitable June 2004 - August 2004
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master, Business Administration
American University 2001 — 2005
Bachelor of Science, Business Administration; Finance
University of Virginia 2004 — 2004
Semester At Sea
Tyson Foods October 2014 - Present
Hillshire Brands October 2011 - September 2014
Energizer Personal Care June 2010 - August 2010
Bernstein Global Wealth Management January 2009 - July 2009
Bernstein Global Wealth Management July 2006 - January 2009
Anuban Chonburi School October 2005 - April 2006
AXA Equitable June 2004 - August 2004
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master, Business Administration
American University 2001 — 2005
Bachelor of Science, Business Administration; Finance
University of Virginia 2004 — 2004
Semester At Sea
Ashlee Wigham Ashlee Wigham's Bernstein Global Wealth Management Experience August 2007 - August 2007
Job International School Manager
Industry Education Management
Experience
Torrance Unified School District January 2015 - Present
Sprachcaffe/GEOS Languages Plus September 2009 - June 2014
GEOS March 2008 - September 2009
OleOle October 2007 - February 2008
New Age Electronics August 2007 - August 2007
Bernstein Global Wealth Management August 2007 - August 2007
Private Fitness and The Yoga Room August 2004 - July 2005
Alta Resources/ Apria Healthcare October 2002 - June 2003
Skills
English, Excel, Problem Solving, German, Inventory Management, Writing, Research, Microsoft Office, Customer Service, Public Relations, Editing, Teaching, Social Media, Photoshop, Word, PowerPoint, Customer Relations, Translation, Team Building, Administration, Social Networking, Event Planning, Budgeting, HTML, Coaching, SEO, Marketing Strategy, Strategic Planning, Contract Negotiation, Negotiation, Outlook, Event Management, Marketing Communications, Advertising, Online Marketing, Employee Relations, Team Leadership, Business Strategy, Performance Management, Mentoring, Purchasing, Budgets, Microsoft Excel, ESL, Staff Development, Management, Microsoft Word, Language Teaching, Intercultural..., Human Resources
Education
California State University-Fullerton 2002 — 2007
BA, German
Universität Heidelberg 2005 — 2006
BA, German
South High School 1998 — 2002
High school Diploma, General Education
Torrance Unified School District January 2015 - Present
Sprachcaffe/GEOS Languages Plus September 2009 - June 2014
GEOS March 2008 - September 2009
OleOle October 2007 - February 2008
New Age Electronics August 2007 - August 2007
Bernstein Global Wealth Management August 2007 - August 2007
Private Fitness and The Yoga Room August 2004 - July 2005
Alta Resources/ Apria Healthcare October 2002 - June 2003
Skills
English, Excel, Problem Solving, German, Inventory Management, Writing, Research, Microsoft Office, Customer Service, Public Relations, Editing, Teaching, Social Media, Photoshop, Word, PowerPoint, Customer Relations, Translation, Team Building, Administration, Social Networking, Event Planning, Budgeting, HTML, Coaching, SEO, Marketing Strategy, Strategic Planning, Contract Negotiation, Negotiation, Outlook, Event Management, Marketing Communications, Advertising, Online Marketing, Employee Relations, Team Leadership, Business Strategy, Performance Management, Mentoring, Purchasing, Budgets, Microsoft Excel, ESL, Staff Development, Management, Microsoft Word, Language Teaching, Intercultural..., Human Resources
Education
California State University-Fullerton 2002 — 2007
BA, German
Universität Heidelberg 2005 — 2006
BA, German
South High School 1998 — 2002
High school Diploma, General Education
Dominick Cody's Bernstein Global Wealth Management Experience March 2014 - Present
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management March 2014 - Present
ING Financial Partners June 2013 - March 2014
Darden Restaurants September 2006 - September 2013
2005 - 2006Saladworks August 2005 - September 2006
Primerica Financial ServicesHasbrouck January 2001 - July 2005
Skills
Investment Management, Financial Planners, Financial Analysis, Sales, Management, Public Speaking, Series 7, Series 66, Investment Strategies, Life Insurance, Long Term Care Insurance, Strategic Financial..., Investment Advisory, Tax Advisory, Microsoft Excel, Microsoft Word, Microsoft Office, Restaurant Management, Food Service, Inventory Management, Food & Beverage, Culinary Skills, Labor Management, Hospitality, Customer Service
Education
Colorado Technical University 2008 — 2009
September 2009 Bachelors of Science, Business; Finance
New Jersey Institute of Technology 2000 — 2003
Management
Bernstein Global Wealth Management March 2014 - Present
ING Financial Partners June 2013 - March 2014
Darden Restaurants September 2006 - September 2013
2005 - 2006Saladworks August 2005 - September 2006
Primerica Financial ServicesHasbrouck January 2001 - July 2005
Skills
Investment Management, Financial Planners, Financial Analysis, Sales, Management, Public Speaking, Series 7, Series 66, Investment Strategies, Life Insurance, Long Term Care Insurance, Strategic Financial..., Investment Advisory, Tax Advisory, Microsoft Excel, Microsoft Word, Microsoft Office, Restaurant Management, Food Service, Inventory Management, Food & Beverage, Culinary Skills, Labor Management, Hospitality, Customer Service
Education
Colorado Technical University 2008 — 2009
September 2009 Bachelors of Science, Business; Finance
New Jersey Institute of Technology 2000 — 2003
Management
Eric Settle Eric Settle's Bernstein Global Wealth Management Experience February 2010 — March 2016
Job Vice President at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management February 2010 — March 2016
IKON Public Affairs September 2006 — 2010
United Healthcare August 2004 — April 2006
AmeriChoice, A United Health Group Company March 2002 — August 2004
Aetna US Healthcare September 1997 — March 2002
Commonwealth of Pennsylvania January 1995 — September 1997
Fox Rothschild LLP November 1990 — January 1995
Wolf Block 1986 — 1990
Education
The George Washington University Law School 1983 — 1986
J.D., Law
Colgate University 1979 — 1983
B.A., Political Science
Bernstein Global Wealth Management February 2010 — March 2016
IKON Public Affairs September 2006 — 2010
United Healthcare August 2004 — April 2006
AmeriChoice, A United Health Group Company March 2002 — August 2004
Aetna US Healthcare September 1997 — March 2002
Commonwealth of Pennsylvania January 1995 — September 1997
Fox Rothschild LLP November 1990 — January 1995
Wolf Block 1986 — 1990
Education
The George Washington University Law School 1983 — 1986
J.D., Law
Colgate University 1979 — 1983
B.A., Political Science
Mark Filstrup's Bernstein Global Wealth Management Experience February 2002 - August 2004
Job
Industry Financial Services
Experience
AllianceBernstein July 2012 - Present
AllianceBernstein February 2002 - Present
AllianceBernstein April 2011 - July 2012
AllianceBernstein June 2009 - April 2011
AllianceBernstein February 2007 - May 2009
AllianceBernstein February 2006 - February 2007
AllianceBernstein August 2004 - February 2006
Bernstein Global Wealth Management February 2002 - August 2004
Varentas Corporation May 2001 - February 2002
Online Retail Partners July 1999 - April 2001
Skills
Portfolio Management, Project Management, Hedge Funds, Product Development, SQL, Mutual Funds, Asset Management, Asset Managment, User Experience, Investments, Trading Systems, Securities, Equities, SharePoint, Investment Management, Visio, Derivatives, Fixed Income, Data Analysis, Software Design, Product Design, Private Equity, Process Automation, Relationship Management, Data Management, Vendor Management, Emerging Markets, Bloomberg, Prime Brokerage, Problem Solving, Information Technology, Photoshop, Team Leadership, Excel, HTML + CSS, CGI/Perl, Database Design, Microsoft Excel, Microsoft Word, Cycling, Swimming, Financial Reporting, Web Design
Education
Columbia University 1991 — 1995
B.A.
AllianceBernstein July 2012 - Present
AllianceBernstein February 2002 - Present
AllianceBernstein April 2011 - July 2012
AllianceBernstein June 2009 - April 2011
AllianceBernstein February 2007 - May 2009
AllianceBernstein February 2006 - February 2007
AllianceBernstein August 2004 - February 2006
Bernstein Global Wealth Management February 2002 - August 2004
Varentas Corporation May 2001 - February 2002
Online Retail Partners July 1999 - April 2001
Skills
Portfolio Management, Project Management, Hedge Funds, Product Development, SQL, Mutual Funds, Asset Management, Asset Managment, User Experience, Investments, Trading Systems, Securities, Equities, SharePoint, Investment Management, Visio, Derivatives, Fixed Income, Data Analysis, Software Design, Product Design, Private Equity, Process Automation, Relationship Management, Data Management, Vendor Management, Emerging Markets, Bloomberg, Prime Brokerage, Problem Solving, Information Technology, Photoshop, Team Leadership, Excel, HTML + CSS, CGI/Perl, Database Design, Microsoft Excel, Microsoft Word, Cycling, Swimming, Financial Reporting, Web Design
Education
Columbia University 1991 — 1995
B.A.
Tom Jenkins's Bernstein Global Wealth Management Experience March 2001 - February 2003
Job Regional Director at Russell Investments
Industry Financial Services
Experience
Russell Investments November 2012 - Present
Russell Investments April 2011 - August 2012
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) January 2005 - April 2011
Bernstein Investment Research & Management February 2003 - January 2005
Bernstein Global Wealth Management March 2001 - February 2003
Education
Birmingham-Southern College
BS, International Business and Business Administration - Finance
Rijksuniversiteit Groningen
MSc, International Business
Russell Investments November 2012 - Present
Russell Investments April 2011 - August 2012
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) January 2005 - April 2011
Bernstein Investment Research & Management February 2003 - January 2005
Bernstein Global Wealth Management March 2001 - February 2003
Education
Birmingham-Southern College
BS, International Business and Business Administration - Finance
Rijksuniversiteit Groningen
MSc, International Business
Kiran Bhat's Bernstein Global Wealth Management Experience December 1998 - May 2002
Job
Industry Computer Software
Experience
GalaxE Solutions March 2008 - Present
Citigroup GWM April 2007 - March 2008
TD Waterhouse November 2002 - April 2007
Bernstein Global Wealth Management December 1998 - May 2002
Lehman Bros. June 1997 - December 1998
Associated Press July 1994 - June 1997
Skills
PBM Technologies, Project Management, Systems Architecure, Database Development, SDLC, Software Project..., Enterprise Architecture, Agile Methodologies, Business Analysis, Requirements Analysis, Unix, IT Strategy, Business Intelligence, Integration
Education
University of Massachusetts, Amherst 1987 — 1989
Master's Degree, Electrical and Computer Engineering
College of Engineering Pune 1981 — 1985
Bachelor's Degree, Instrumentation and Controls
GalaxE Solutions March 2008 - Present
Citigroup GWM April 2007 - March 2008
TD Waterhouse November 2002 - April 2007
Bernstein Global Wealth Management December 1998 - May 2002
Lehman Bros. June 1997 - December 1998
Associated Press July 1994 - June 1997
Skills
PBM Technologies, Project Management, Systems Architecure, Database Development, SDLC, Software Project..., Enterprise Architecture, Agile Methodologies, Business Analysis, Requirements Analysis, Unix, IT Strategy, Business Intelligence, Integration
Education
University of Massachusetts, Amherst 1987 — 1989
Master's Degree, Electrical and Computer Engineering
College of Engineering Pune 1981 — 1985
Bachelor's Degree, Instrumentation and Controls
Jane Staunton's Bernstein Global Wealth Management Experience July 2007 - March 2010
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2010 - Present
Bernstein Global Wealth Management July 2007 - March 2010
Strategic Research Institute April 2005 - February 2007
American Lawyer Media 2005 - 2007
FTSE Americas June 2000 - February 2005
Morgan Stanley 1994 - 2000
Dow Jones/Telerate 1992 - 1994
Bridge Information Systems, Inc. 1987 - 1992
Walsh Greenwood & Company 1984 - 1988
Salomon Brothers, Inc. 1979 - 1984
Skills
Equities, Trading, Portfolio Management, Alternative Investments, Hedge Funds, Finance, Bonds, Asset Managment, Wealth Management, New Business Development, Fixed Income, Asset Management, Securities, Investments, Derivatives, Capital Markets, Investment Management, Investment Advisory, ETFs, Financial Services, Financial Markets, Event Management, Management
Education
Emmanuel College 1971 — 1973
BNY Mellon Wealth Management March 2010 - Present
Bernstein Global Wealth Management July 2007 - March 2010
Strategic Research Institute April 2005 - February 2007
American Lawyer Media 2005 - 2007
FTSE Americas June 2000 - February 2005
Morgan Stanley 1994 - 2000
Dow Jones/Telerate 1992 - 1994
Bridge Information Systems, Inc. 1987 - 1992
Walsh Greenwood & Company 1984 - 1988
Salomon Brothers, Inc. 1979 - 1984
Skills
Equities, Trading, Portfolio Management, Alternative Investments, Hedge Funds, Finance, Bonds, Asset Managment, Wealth Management, New Business Development, Fixed Income, Asset Management, Securities, Investments, Derivatives, Capital Markets, Investment Management, Investment Advisory, ETFs, Financial Services, Financial Markets, Event Management, Management
Education
Emmanuel College 1971 — 1973
Noam Ohring's Bernstein Global Wealth Management Experience December 2006 - February 2011
Job Head of Executive Recruiting at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates February 2011 - Present
Alliance Bernstein December 2006 - February 2011
Bernstein Global Wealth Management December 2006 - February 2011
Goldman Sachs & Co. 2004 - 2007
Chadick Ellig 1992 - 1994
Skills
Human Resources, Technical Recruiting, Talent Management, Recruiting, Asset Management, Talent Acquisition, Executive Search, Applicant Tracking..., Investments, Sourcing, Asset Managment, Financial Services, Onboarding, Mergers & Acquisitions, College Recruiting, Management, Strategy, Employee Relations, Succession Planning, Equities, Performance Management, Hedge Funds, Private Equity, Vendor Management
Education
Columbia University in the City of New York 1988 — 1992
Bridgewater Associates February 2011 - Present
Alliance Bernstein December 2006 - February 2011
Bernstein Global Wealth Management December 2006 - February 2011
Goldman Sachs & Co. 2004 - 2007
Chadick Ellig 1992 - 1994
Skills
Human Resources, Technical Recruiting, Talent Management, Recruiting, Asset Management, Talent Acquisition, Executive Search, Applicant Tracking..., Investments, Sourcing, Asset Managment, Financial Services, Onboarding, Mergers & Acquisitions, College Recruiting, Management, Strategy, Employee Relations, Succession Planning, Equities, Performance Management, Hedge Funds, Private Equity, Vendor Management
Education
Columbia University in the City of New York 1988 — 1992
Alan Swerdloff's Bernstein Global Wealth Management Experience January 2001 - March 2009
Job Senior Vice President and Regional Director at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services March 2009 - Present
Bernstein Global Wealth Management January 2001 - March 2009
Sunrise Securities January 1996 - December 1999
Education
Colgate University
Fordham University School of Law
Harvard Business School
The Wheatley School
Capital Group Private Client Services March 2009 - Present
Bernstein Global Wealth Management January 2001 - March 2009
Sunrise Securities January 1996 - December 1999
Education
Colgate University
Fordham University School of Law
Harvard Business School
The Wheatley School
Jonathan Fung's Bernstein Global Wealth Management Experience April 2006 - Present
Job Vice President at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management April 2006 - Present
Skills
Trusts, Investments, Wealth Management, Estate Planning, Alternative Investments, Asset Managment, Strategic Financial..., Financial Analysis, Mutual Funds, Investment Strategies, Investment Advisory, Asset Management, Financial Planning
Education
Colorado School of Mines 1993 — 1997
Bachelor of Science (BS), Chemical Engineering and Petroleum Refining
Bernstein Global Wealth Management April 2006 - Present
Skills
Trusts, Investments, Wealth Management, Estate Planning, Alternative Investments, Asset Managment, Strategic Financial..., Financial Analysis, Mutual Funds, Investment Strategies, Investment Advisory, Asset Management, Financial Planning
Education
Colorado School of Mines 1993 — 1997
Bachelor of Science (BS), Chemical Engineering and Petroleum Refining
Andrew Puryear, CFA's Bernstein Global Wealth Management Experience July 2008 - November 2011
Job UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2011 - Present
Bernstein Global Wealth Management July 2008 - November 2011
Prospera Financial October 2006 - July 2008
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance
Baylor University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Baylor University - Hankamer School of Business 2002 — 2006
Finance, Finance
UBS Wealth Management November 2011 - Present
Bernstein Global Wealth Management July 2008 - November 2011
Prospera Financial October 2006 - July 2008
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance
Baylor University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Baylor University - Hankamer School of Business 2002 — 2006
Finance, Finance
Stuart Katz's Bernstein Global Wealth Management Experience May 2011 - Present
Job Vice President and Financial Advisor, Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management May 2011 - Present
Education
Northwestern University School of Law 2000 — 2003
JD
Cornell University 1995 — 1999
BS, Industrial and Labor Relations
Bernstein Global Wealth Management May 2011 - Present
Education
Northwestern University School of Law 2000 — 2003
JD
Cornell University 1995 — 1999
BS, Industrial and Labor Relations
Gene Norden's Bernstein Global Wealth Management Experience April 2007 - November 2008
Job Director, Trusts & Estates, Bonhams
Industry Fine Art
Experience
Bonhams January 2014 - Present
Gibraltar Private Bank & Trust July 2012 - December 2013
Danziger, Danziger & Muro LLP December 2008 - July 2012
Bernstein Global Wealth Management April 2007 - November 2008
Telcontel/Volta Corporation 1994 - 2007
Perestroika Joint Venture 1990 - 1994
Baker & McKenzie 1987 - 1990
Skills
Investment Advisory, Alternative Investments, Portfolio Management, Asset Allocation, Series 7, Investments, Asset Managment, Wealth Management, Asset Management, High Net Worth..., Investment Strategies, Wealth, Wealth Management..., Equities, Event Planning, Finance, Management, Marketing Strategy, Private Equity, Marketing, Social Media, Strategic Planning
Education
The University of Chicago - Booth School of Business 1985 — 1987
MBA
Duke University School of Law 1981 — 1984
J.D.
Wesleyan University 1977 — 1981
B.A.
Bonhams January 2014 - Present
Gibraltar Private Bank & Trust July 2012 - December 2013
Danziger, Danziger & Muro LLP December 2008 - July 2012
Bernstein Global Wealth Management April 2007 - November 2008
Telcontel/Volta Corporation 1994 - 2007
Perestroika Joint Venture 1990 - 1994
Baker & McKenzie 1987 - 1990
Skills
Investment Advisory, Alternative Investments, Portfolio Management, Asset Allocation, Series 7, Investments, Asset Managment, Wealth Management, Asset Management, High Net Worth..., Investment Strategies, Wealth, Wealth Management..., Equities, Event Planning, Finance, Management, Marketing Strategy, Private Equity, Marketing, Social Media, Strategic Planning
Education
The University of Chicago - Booth School of Business 1985 — 1987
MBA
Duke University School of Law 1981 — 1984
J.D.
Wesleyan University 1977 — 1981
B.A.
Rob Rothman's Bernstein Global Wealth Management Experience November 1985 - February 2009
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services February 2009 - Present
Bernstein Global Wealth Management November 1985 - February 2009
AllianceBernstein November 1985 - February 2009
Sanford C. Bernstein & Co., Inc. 1985 - 2009
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Marketing
American University 1982 — 1985
J.D., Law
University at Albany, SUNY 1978 — 1982
B.S., Business Administration
UBS Financial Services February 2009 - Present
Bernstein Global Wealth Management November 1985 - February 2009
AllianceBernstein November 1985 - February 2009
Sanford C. Bernstein & Co., Inc. 1985 - 2009
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Marketing
American University 1982 — 1985
J.D., Law
University at Albany, SUNY 1978 — 1982
B.S., Business Administration
Jim Beattie's Bernstein Global Wealth Management Experience April 2008 - March 2010
Job ML Scout at Toronto Blue Jays
Industry Sports
Experience
Toronto Blue Jays January 2010 - Present
Bernstein Global Wealth Management April 2008 - March 2010
Baltimore Orioles Baseball Club November 2002 - October 2005
Montreal Expos Baseball Club October 1995 - October 2002
Seattle Mariners Baseball Club October 1989 - October 1995
Seattle Mariners Baseball Club 1980 - 1986
New York Yankees Baseball Club 1975 - 1979
Education
The Tuck School of Business at Dartmouth 2007 — 2007
University of Washington, Michael G. Foster School of Business 1987 — 1989
MBA
Dartmouth College 1972 — 1976
Toronto Blue Jays January 2010 - Present
Bernstein Global Wealth Management April 2008 - March 2010
Baltimore Orioles Baseball Club November 2002 - October 2005
Montreal Expos Baseball Club October 1995 - October 2002
Seattle Mariners Baseball Club October 1989 - October 1995
Seattle Mariners Baseball Club 1980 - 1986
New York Yankees Baseball Club 1975 - 1979
Education
The Tuck School of Business at Dartmouth 2007 — 2007
University of Washington, Michael G. Foster School of Business 1987 — 1989
MBA
Dartmouth College 1972 — 1976
Nora Brady's Bernstein Global Wealth Management Experience May 2015 - Present
Job Senior Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management May 2015 - Present
Bernstein Private Wealth Management April 2011 - April 2015
Bernstein Global Wealth Management July 2010 - April 2011
Bernstein Global Wealth Management September 2008 - July 2010
Skills
Series 7, Asset Allocation, Alternative Investments, Hedge Funds, Securities, Investment Management, FINRA, Asset Management, Equities
Education
Fordham University School of Law 2011 — 2015
JD
Colgate University
BA
Bernstein Global Wealth Management May 2015 - Present
Bernstein Private Wealth Management April 2011 - April 2015
Bernstein Global Wealth Management July 2010 - April 2011
Bernstein Global Wealth Management September 2008 - July 2010
Skills
Series 7, Asset Allocation, Alternative Investments, Hedge Funds, Securities, Investment Management, FINRA, Asset Management, Equities
Education
Fordham University School of Law 2011 — 2015
JD
Colgate University
BA
Stefanie Gonzalez's Bernstein Global Wealth Management Experience October 2010 - July 2011
Job Vice President at iShares
Industry Financial Services
Experience
iShares November 2012 - Present
New York Life Insurance Company June 2012 - October 2012
AllianceBernstein July 2011 - February 2012
Bernstein Global Wealth Management October 2010 - July 2011
AllianceBernstein September 2007 - October 2010
AllianceBernstein Investments July 2004 - September 2007
Hennion & Walsh May 2003 - July 2004
Skills
Large Group Facilitation, Program Design, Needs Analysis, Coaching, Talent Management, Hiring, Series 7, Strategic Planning, Series 63, Public Speaking, Sales Management, Team Building, Organizational..., Consultative Selling, Recruiting, Selling, CRM, Management, Sales, Asset Management, Financial Services, Investments, Mutual Funds, Program Management
Education
Drew University
Bachelor of Science, Behavioral Science
iShares November 2012 - Present
New York Life Insurance Company June 2012 - October 2012
AllianceBernstein July 2011 - February 2012
Bernstein Global Wealth Management October 2010 - July 2011
AllianceBernstein September 2007 - October 2010
AllianceBernstein Investments July 2004 - September 2007
Hennion & Walsh May 2003 - July 2004
Skills
Large Group Facilitation, Program Design, Needs Analysis, Coaching, Talent Management, Hiring, Series 7, Strategic Planning, Series 63, Public Speaking, Sales Management, Team Building, Organizational..., Consultative Selling, Recruiting, Selling, CRM, Management, Sales, Asset Management, Financial Services, Investments, Mutual Funds, Program Management
Education
Drew University
Bachelor of Science, Behavioral Science
Dennis P. Notchick, CFP®'s Bernstein Global Wealth Management Experience May 2008 - August 2011
Job Investment Advisor & Certified Financial Planner at Safeguard Investment Advisory Group, LLC
Industry Financial Services
Experience
Safeguard Investment Advisory Group, LLC June 2015 - Present
ClearSight Planning July 2014 - Present
Altegris Investments January 2013 - May 2014
TD LifeServices November 2011 - December 2012
Bernstein Global Wealth Management May 2008 - August 2011
First Security Lending January 2006 - December 2007
Skills
Alternative Investments, Asset Allocation, High Net Worth..., Investments, Wealth, Investment Advisory, Risk Management, Asset Managment, Wealth Management..., Investment Strategies, Asset Management, Retirement Planning, Equities, Hedge Funds, Strategic Financial..., Portfolio Management
Education
California State University-Northridge 2004 — 2006
Bachelor of Science, Business - Finance and Real Estate
Safeguard Investment Advisory Group, LLC June 2015 - Present
ClearSight Planning July 2014 - Present
Altegris Investments January 2013 - May 2014
TD LifeServices November 2011 - December 2012
Bernstein Global Wealth Management May 2008 - August 2011
First Security Lending January 2006 - December 2007
Skills
Alternative Investments, Asset Allocation, High Net Worth..., Investments, Wealth, Investment Advisory, Risk Management, Asset Managment, Wealth Management..., Investment Strategies, Asset Management, Retirement Planning, Equities, Hedge Funds, Strategic Financial..., Portfolio Management
Education
California State University-Northridge 2004 — 2006
Bachelor of Science, Business - Finance and Real Estate
Rachael (Whikehart) Lester's Bernstein Global Wealth Management Experience March 2010 - January 2014
Job Pricing Analyst at Global Communities
Industry Financial Services
Experience
Global Communities January 2014 - Present
Bernstein Global Wealth Management March 2010 - January 2014
King & Spalding May 2008 - March 2010
George Washington University Office of Community Service August 2007 - May 2009
Schagrin Associates January 2008 - May 2008
The Madeira School June 2007 - August 2007
Skills
International Relations, Non-profits, Fundraising, Policy Analysis, Event Planning, Microsoft Office, Public Speaking, Westlaw, Qualitative Research, Nonprofits, Microsoft Excel, Grants, Social Media, SPSS, Data Analysis, Public Policy, Legal Research, Analysis, Employee Training
Education
The George Washington University 2004 — 2008
Bachelor of Arts (BA), Economics and International Affairs
Beijing Foreign Studies University 2006 — 2006
N/A (Study Abroad Semester), Chinese language and history
Global Communities January 2014 - Present
Bernstein Global Wealth Management March 2010 - January 2014
King & Spalding May 2008 - March 2010
George Washington University Office of Community Service August 2007 - May 2009
Schagrin Associates January 2008 - May 2008
The Madeira School June 2007 - August 2007
Skills
International Relations, Non-profits, Fundraising, Policy Analysis, Event Planning, Microsoft Office, Public Speaking, Westlaw, Qualitative Research, Nonprofits, Microsoft Excel, Grants, Social Media, SPSS, Data Analysis, Public Policy, Legal Research, Analysis, Employee Training
Education
The George Washington University 2004 — 2008
Bachelor of Arts (BA), Economics and International Affairs
Beijing Foreign Studies University 2006 — 2006
N/A (Study Abroad Semester), Chinese language and history
Ashley Beriault McClain's Bernstein Global Wealth Management Experience 2006 - 2007
Job Owner at McClain Events, Event Strategy Management at Whitney Fusion Events
Industry Marketing and Advertising
Experience
McClain Events April 2015 - Present
Whitney Fusion Events April 2015 - Present
Appirio November 2013 - March 2015
Appirio October 2012 - November 2013
Appirio July 2011 - October 2012
ServiceSource March 2011 - July 2011
ServiceSource January 2010 - March 2011
ServiceSource December 2007 - December 2009
Bernstein Global Wealth Management 2006 - 2007
Skills
Salesforce.com, CRM, Demand Generation, Account Management, SaaS, Marketing Automation, Enterprise Software, Lead Generation, Sales Enablement, Go-to-market Strategy, Events, Field Marketing, Strategic Partnerships
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science (BS), Business Administration (Concentration in Finance)
McClain Events April 2015 - Present
Whitney Fusion Events April 2015 - Present
Appirio November 2013 - March 2015
Appirio October 2012 - November 2013
Appirio July 2011 - October 2012
ServiceSource March 2011 - July 2011
ServiceSource January 2010 - March 2011
ServiceSource December 2007 - December 2009
Bernstein Global Wealth Management 2006 - 2007
Skills
Salesforce.com, CRM, Demand Generation, Account Management, SaaS, Marketing Automation, Enterprise Software, Lead Generation, Sales Enablement, Go-to-market Strategy, Events, Field Marketing, Strategic Partnerships
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science (BS), Business Administration (Concentration in Finance)
Ruch, Timothy's Bernstein Global Wealth Management Experience January 2012 - Present
Job Principal at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management January 2012 - Present
Bernstein Global Wealth Management May 2004 - January 2012
Sequent Energy Management September 2003 - May 2004
El Paso June 2001 - June 2003
El Paso May 1999 - June 2001
Mizuno USA January 1995 - September 1997
Founders Club Golf Company December 1993 - December 1994
Skills
Due Diligence, Valuation, Financial Modeling, Asset Management, Mergers & Acquisitions, Equities, Wealth Management, Private Equity, Portfolio Management, Hedge Funds, Investments, Financial Risk, Financial Analysis, Capital Markets, Financial Structuring, Investment Banking
Education
Rice University - Jesse H. Jones Graduate School of Management 1997 — 1999
MBA, Finance
Arizona State University 1984 — 1989
B.S., International Management
Bernstein Global Wealth Management January 2012 - Present
Bernstein Global Wealth Management May 2004 - January 2012
Sequent Energy Management September 2003 - May 2004
El Paso June 2001 - June 2003
El Paso May 1999 - June 2001
Mizuno USA January 1995 - September 1997
Founders Club Golf Company December 1993 - December 1994
Skills
Due Diligence, Valuation, Financial Modeling, Asset Management, Mergers & Acquisitions, Equities, Wealth Management, Private Equity, Portfolio Management, Hedge Funds, Investments, Financial Risk, Financial Analysis, Capital Markets, Financial Structuring, Investment Banking
Education
Rice University - Jesse H. Jones Graduate School of Management 1997 — 1999
MBA, Finance
Arizona State University 1984 — 1989
B.S., International Management
Julia Cummings's Bernstein Global Wealth Management Experience March 2010 - November 2012
Job Advisor at AdvicePeriod, LLC
Industry Financial Services
Experience
Advice Period, LLC January 2015 - Present
JPMorgan Chase October 2012 - January 2015
Bernstein Global Wealth Management March 2010 - November 2012
UBS Wealth Management August 2009 - March 2010
Tuck Business Bridge Program June 2008 - July 2008
JMPR Public Relations November 2007 - January 2008
Skills
New Business Development, Marketing Strategy, Marketing, Leadership, Investments, Series 7, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Asset Managment, Investment Banking, Corporate Finance, Research, Alternative Investments, Financial Analysis, Microsoft Excel, Public Speaking, Strategic Financial..., Mortgage Lending, Small Business Lending, Asset Based Lending, Investment Management
Education
Amherst College 2005 — 2009
BA, Anthropology
The Tuck School of Business at Dartmouth 2008 — 2008
Windward School 2001 — 2005
Advice Period, LLC January 2015 - Present
JPMorgan Chase October 2012 - January 2015
Bernstein Global Wealth Management March 2010 - November 2012
UBS Wealth Management August 2009 - March 2010
Tuck Business Bridge Program June 2008 - July 2008
JMPR Public Relations November 2007 - January 2008
Skills
New Business Development, Marketing Strategy, Marketing, Leadership, Investments, Series 7, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Asset Managment, Investment Banking, Corporate Finance, Research, Alternative Investments, Financial Analysis, Microsoft Excel, Public Speaking, Strategic Financial..., Mortgage Lending, Small Business Lending, Asset Based Lending, Investment Management
Education
Amherst College 2005 — 2009
BA, Anthropology
The Tuck School of Business at Dartmouth 2008 — 2008
Windward School 2001 — 2005
Jonathan Whitcup's Bernstein Global Wealth Management Experience 2000 - 2005
Job Consultative Sales ResourcesThe Netherlands
Industry Professional Training & Coaching
Experience
AllianceBernstein 2005 - 2008
Bernstein Global Wealth Management 2000 - 2005
CRC 1980 - 2000
Skills
Asset Managment, Alternative Investments, Investment Strategies, Capital Markets, Strategic Planning, Mutual Funds, Wealth Management, Management Consulting, Portfolio Management, Investment Management
Education
Babson College 1972 — 1976
BSBA, Investments, Economics
LHS
AllianceBernstein 2005 - 2008
Bernstein Global Wealth Management 2000 - 2005
CRC 1980 - 2000
Skills
Asset Managment, Alternative Investments, Investment Strategies, Capital Markets, Strategic Planning, Mutual Funds, Wealth Management, Management Consulting, Portfolio Management, Investment Management
Education
Babson College 1972 — 1976
BSBA, Investments, Economics
LHS
Joel Stevens's Bernstein Global Wealth Management Experience January 2008 - January 2011
Job Senior Vice President/Senior Managing Director at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management February 2015 - Present
AllianceBernstein January 2011 - February 2015
Bernstein Global Wealth Management January 2008 - January 2011
Bernstein Global Wealth Management 2004 - 2008
Skills
Alternative Investments, Asset Managment, Asset Allocation, Series 7, Investment Management, Equities, Investments, Investment Strategies, Fixed Income, Series 63, Capital Markets, Wealth Management, Hedge Funds, Securities, Investment Advisory, Fund Of Funds, Institutional..., Separately Managed..., ETFs, FINRA, Asset Management, Interviews
Education
Cornell University 1987 — 1991
B.S., Applied Economics
Bernstein Private Wealth Management February 2015 - Present
AllianceBernstein January 2011 - February 2015
Bernstein Global Wealth Management January 2008 - January 2011
Bernstein Global Wealth Management 2004 - 2008
Skills
Alternative Investments, Asset Managment, Asset Allocation, Series 7, Investment Management, Equities, Investments, Investment Strategies, Fixed Income, Series 63, Capital Markets, Wealth Management, Hedge Funds, Securities, Investment Advisory, Fund Of Funds, Institutional..., Separately Managed..., ETFs, FINRA, Asset Management, Interviews
Education
Cornell University 1987 — 1991
B.S., Applied Economics
Jody Dyckes's Bernstein Global Wealth Management Experience September 2005 - Present
Job Senior Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management September 2005 - Present
Lincoln Financial Group 2002 - December 2004
AIG Royal Alliance 1995 - 2002
Skills
Series 7, Investments, Asset Allocation, Asset Managment, Portfolio Management, Financial Modeling, Strategic Financial..., Financial Services, Financial Analysis, Alternative Investments, Series 63, Securities
Education
Ashland University 1989 — 1993
BSBA, Business Admin
Bernstein Global Wealth Management September 2005 - Present
Lincoln Financial Group 2002 - December 2004
AIG Royal Alliance 1995 - 2002
Skills
Series 7, Investments, Asset Allocation, Asset Managment, Portfolio Management, Financial Modeling, Strategic Financial..., Financial Services, Financial Analysis, Alternative Investments, Series 63, Securities
Education
Ashland University 1989 — 1993
BSBA, Business Admin
John Edrington's Bernstein Global Wealth Management Experience September 1998 - August 2004
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank August 2010 - Present
Deutsche Bank Alex. Brown August 2004 - August 2010
Bernstein Global Wealth Management September 1998 - August 2004
Skills
Investments, Wealth Management, Mortgage Lending, Banking, Real Estate, Asset Managment, Asset Management, Equities, Valuation
Education
Baylor University 1974 — 1978
BBA, Finance
Citi Private Bank August 2010 - Present
Deutsche Bank Alex. Brown August 2004 - August 2010
Bernstein Global Wealth Management September 1998 - August 2004
Skills
Investments, Wealth Management, Mortgage Lending, Banking, Real Estate, Asset Managment, Asset Management, Equities, Valuation
Education
Baylor University 1974 — 1978
BBA, Finance
Roxanne Amundson's Bernstein Global Wealth Management Experience February 2010 - August 2011
Job Executive Assistant at Madison Metropolitan School District
Industry Primary/Secondary Education
Experience
Madison Metropolitan School District June 2014 - Present
Great Wolf Lodge May 2013 - June 2014
MRI Software LLC September 2011 - May 2013
Bernstein Global Wealth Management February 2010 - August 2011
McKinsey & Company July 2006 - November 2009
McKinsey & Company September 2000 - June 2006
Skills
Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, WebEx
Education
Kent State University 2001 — 2004
M.L.I.S, Library & Information Science
Cleveland State University 1997 — 2000
Bachelor of Arts, English
Madison Metropolitan School District June 2014 - Present
Great Wolf Lodge May 2013 - June 2014
MRI Software LLC September 2011 - May 2013
Bernstein Global Wealth Management February 2010 - August 2011
McKinsey & Company July 2006 - November 2009
McKinsey & Company September 2000 - June 2006
Skills
Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, WebEx
Education
Kent State University 2001 — 2004
M.L.I.S, Library & Information Science
Cleveland State University 1997 — 2000
Bachelor of Arts, English
Jessica Sutton's Bernstein Global Wealth Management Experience October 2013 - April 2014
Job Grants Manager at Pacific Foundation Services
Industry Civic & Social Organization
Experience
Charles Schwab May 2014 - September 2014
Bernstein Global Wealth Management October 2013 - April 2014
KIPP Bay Area Schools July 2012 - June 2013
KIPP Bay Area Schools September 2010 - July 2012
HandsOn Bay Area January 2009 - August 2010
Skills
Nonprofits, Research, Volunteer Management, Project Planning, Program Management, Grants, Community Outreach, Leadership, Non-profits, Data Analysis, Fundraising
Education
Boston University
Bachelor of Arts
University of Exeter - Junior
Bachelor of Arts (BA)
Charles Schwab May 2014 - September 2014
Bernstein Global Wealth Management October 2013 - April 2014
KIPP Bay Area Schools July 2012 - June 2013
KIPP Bay Area Schools September 2010 - July 2012
HandsOn Bay Area January 2009 - August 2010
Skills
Nonprofits, Research, Volunteer Management, Project Planning, Program Management, Grants, Community Outreach, Leadership, Non-profits, Data Analysis, Fundraising
Education
Boston University
Bachelor of Arts
University of Exeter - Junior
Bachelor of Arts (BA)
Bryan D. Cannon, CFA's Bernstein Global Wealth Management Experience March 2001 - November 2008
Job Independent Private Wealth Manager at AvantGarde Advisors LLC
Industry Financial Services
Experience
Avant-Garde Advisors LLC July 2011 - Present
UBS Wealth Management December 2008 - July 2011
Bernstein Global Wealth Management March 2001 - November 2008
The Boston Consulting Group 1999 - 2000
United States Air Force 1992 - 1997
Skills
Asset Managment, Investments, Portfolio Management, Wealth Management, Equities, Series 7, Investment Advisory, Strategic Financial..., Asset Allocation, Financial Analysis, Retirement Planning, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, Management, Decision Sciences
University of Southern California 1992 — 1994
MSEE, Electrical Engineering
Duke University 1987 — 1991
BSEE, Electrical Engineering
Avant-Garde Advisors LLC July 2011 - Present
UBS Wealth Management December 2008 - July 2011
Bernstein Global Wealth Management March 2001 - November 2008
The Boston Consulting Group 1999 - 2000
United States Air Force 1992 - 1997
Skills
Asset Managment, Investments, Portfolio Management, Wealth Management, Equities, Series 7, Investment Advisory, Strategic Financial..., Asset Allocation, Financial Analysis, Retirement Planning, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, Management, Decision Sciences
University of Southern California 1992 — 1994
MSEE, Electrical Engineering
Duke University 1987 — 1991
BSEE, Electrical Engineering
Dan Ennis's Bernstein Global Wealth Management Experience April 2012 - July 2015
Job Strategy Advisor, Finance & Investor Relations at Orange Maker
Industry Capital Markets
Experience
Orange Maker July 2015 - Present
Bernstein Global Wealth Management April 2012 - July 2015
AllianceBernstein February 2010 - April 2012
AllianceBernstein June 2009 - February 2010
AllianceBernstein September 2002 - June 2009
Skills
Product Development, Product Management, Management, People Management, Marketing Strategy, Marketing, Corporate Finance, Capital Markets, Asset Management, Digital Marketing, Editorial, Social Media Marketing, Branding, Competitive Intelligence, Competitive Analysis, Public Speaking, Investor Relations, Customer Service, Customer Service..., Digital Strategy, Product Strategy, Creative Direction, Market Research, Web Project Management, Project Management, Compensation, Compensation Strategies
Education
College of the Holy Cross 1998 — 2002
BACHELOR OF ARTS, ECONOMICS, cum laude
Regis High School, New York City 1994 — 1998
Orange Maker July 2015 - Present
Bernstein Global Wealth Management April 2012 - July 2015
AllianceBernstein February 2010 - April 2012
AllianceBernstein June 2009 - February 2010
AllianceBernstein September 2002 - June 2009
Skills
Product Development, Product Management, Management, People Management, Marketing Strategy, Marketing, Corporate Finance, Capital Markets, Asset Management, Digital Marketing, Editorial, Social Media Marketing, Branding, Competitive Intelligence, Competitive Analysis, Public Speaking, Investor Relations, Customer Service, Customer Service..., Digital Strategy, Product Strategy, Creative Direction, Market Research, Web Project Management, Project Management, Compensation, Compensation Strategies
Education
College of the Holy Cross 1998 — 2002
BACHELOR OF ARTS, ECONOMICS, cum laude
Regis High School, New York City 1994 — 1998
Andrea London's Bernstein Global Wealth Management Experience September 2003 - June 2007
Job Business Development at Dow Jones
Industry Online Media
Wade Canter's Bernstein Global Wealth Management Experience May 2009 - July 2011
Job Executive Director, Global Investment Specialist at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan July 2011 - Present
Bernstein Global Wealth Management May 2009 - July 2011
Barclays Capital June 2008 - April 2009
Wachovia Securities, LLC March 2004 - June 2008
Citigroup August 2000 - January 2004
Shearman and Sterling September 1998 - July 2000
Education
New York University School of Law 1997 — 1998
LL.M., Taxation
University of California, Hastings College of the Law 1995 — 1997
J.D.
Duke University 1989 — 1993
A.B., Political Science
J.P. Morgan July 2011 - Present
Bernstein Global Wealth Management May 2009 - July 2011
Barclays Capital June 2008 - April 2009
Wachovia Securities, LLC March 2004 - June 2008
Citigroup August 2000 - January 2004
Shearman and Sterling September 1998 - July 2000
Education
New York University School of Law 1997 — 1998
LL.M., Taxation
University of California, Hastings College of the Law 1995 — 1997
J.D.
Duke University 1989 — 1993
A.B., Political Science
Michelle Lapworth's Bernstein Global Wealth Management Experience August 2006 - March 2009
Job VP, Client Marketing
Industry Financial Services
Experience
PIMCO June 2010 - Present
JPMorgan Chase October 2009 - February 2010
Bernstein Global Wealth Management August 2006 - March 2009
AllianceBernstein August 2003 - August 2006
Goldman Sachs Asset Management March 2001 - March 2003
Weill Cornell Medical College-NYH 2000 - 2001
Skills
Series 7, Hedge Funds, Series 63, Program Management, Writing Skills, Marketing Communications, Process Improvement
Education
Boston College 1995 — 1999
BA, English
PIMCO June 2010 - Present
JPMorgan Chase October 2009 - February 2010
Bernstein Global Wealth Management August 2006 - March 2009
AllianceBernstein August 2003 - August 2006
Goldman Sachs Asset Management March 2001 - March 2003
Weill Cornell Medical College-NYH 2000 - 2001
Skills
Series 7, Hedge Funds, Series 63, Program Management, Writing Skills, Marketing Communications, Process Improvement
Education
Boston College 1995 — 1999
BA, English
Jennifer Kaing's Bernstein Global Wealth Management Experience April 2010 - July 2012
Job Portfolio Administrator at GW&K Investment Management | MBA/MSF Candidate at Boston College
Industry Investment Management
Experience
Strong Women, Strong Girls December 2014 - Present
GW&K Investment Management June 2013 - Present
One Young World May 2014 - October 2014
BNY Mellon Wealth Management July 2012 - May 2013
Bernstein Global Wealth Management April 2010 - July 2012
The Baupost Group November 2008 - September 2009
UBP Asset Management January 2008 - August 2008
Lexington Insurance Company January 2007 - September 2007
Wayfair January 2006 - July 2006
Skills
Investments, Bloomberg, Asset Allocation, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Financial Analysis, Fixed Income, Wealth Management, Investment Strategies, Mutual Funds, Financial Services, Securities, Investment Management, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2019
Master of Business Administration (MBA) / Master of Finance (MSF), Asset Management
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration (BSBA), Marketing, Management, and Finance & Insurance
Boston Latin Academy 1999 — 2004
High School Degree, Liberal Arts
Strong Women, Strong Girls December 2014 - Present
GW&K Investment Management June 2013 - Present
One Young World May 2014 - October 2014
BNY Mellon Wealth Management July 2012 - May 2013
Bernstein Global Wealth Management April 2010 - July 2012
The Baupost Group November 2008 - September 2009
UBP Asset Management January 2008 - August 2008
Lexington Insurance Company January 2007 - September 2007
Wayfair January 2006 - July 2006
Skills
Investments, Bloomberg, Asset Allocation, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Financial Analysis, Fixed Income, Wealth Management, Investment Strategies, Mutual Funds, Financial Services, Securities, Investment Management, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2019
Master of Business Administration (MBA) / Master of Finance (MSF), Asset Management
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration (BSBA), Marketing, Management, and Finance & Insurance
Boston Latin Academy 1999 — 2004
High School Degree, Liberal Arts
Peter Lazor's Bernstein Global Wealth Management Experience August 2010 - August 2013
Job Market Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan August 2013 - June 2014
Bernstein Global Wealth Management August 2010 - August 2013
Cardinal Points January 2007 - August 2010
Skills
Asset Allocation, Retirement Planning, Private Equity, Mergers
Education
Babson College 1987 — 1991
Bachelors of Science, Entrepreneurial Studies
Delbarton School 1982 — 1987
J.P. Morgan June 2014 - Present
J.P. Morgan August 2013 - June 2014
Bernstein Global Wealth Management August 2010 - August 2013
Cardinal Points January 2007 - August 2010
Skills
Asset Allocation, Retirement Planning, Private Equity, Mergers
Education
Babson College 1987 — 1991
Bachelors of Science, Entrepreneurial Studies
Delbarton School 1982 — 1987
Lou Friedrich's Bernstein Global Wealth Management Experience February 2012 - Present
Job Managing Director at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management February 2012 - Present
Bernstein Global Wealth Management March 1989 - January 2012
Sanford C Bernstein & Co. November 1982 - March 1989
City of New York February 1978 - October 1982
Ernst & Young June 1970 - February 1978
Skills
Series 7, Asset Management, Portfolio Management, Non-profits, Fundraising, Hedge Funds, Alternative Investments, Asset Allocation, Wealth Management, Investments, Equities, Investment Strategies, Financial Planning, Investment Advisory, Fixed Income, Capital Markets, Retirement Planning, Mutual Funds, Wealth, Securities, Financial Analysis, Portfolio Optimization, Private Wealth..., Estate Planning, Financial Management, Asset Managment, Emerging Markets, Financial Services, Investment Management, Nonprofits, Strategic Financial..., Wealth Management..., Mergers
Education
Columbia University - Columbia Business School 1967 — 1969
MBA, Finance
University of Illinois at Urbana-Champaign 1963 — 1967
Bachelor of Science (BS), General Engineering
Bernstein Global Wealth Management February 2012 - Present
Bernstein Global Wealth Management March 1989 - January 2012
Sanford C Bernstein & Co. November 1982 - March 1989
City of New York February 1978 - October 1982
Ernst & Young June 1970 - February 1978
Skills
Series 7, Asset Management, Portfolio Management, Non-profits, Fundraising, Hedge Funds, Alternative Investments, Asset Allocation, Wealth Management, Investments, Equities, Investment Strategies, Financial Planning, Investment Advisory, Fixed Income, Capital Markets, Retirement Planning, Mutual Funds, Wealth, Securities, Financial Analysis, Portfolio Optimization, Private Wealth..., Estate Planning, Financial Management, Asset Managment, Emerging Markets, Financial Services, Investment Management, Nonprofits, Strategic Financial..., Wealth Management..., Mergers
Education
Columbia University - Columbia Business School 1967 — 1969
MBA, Finance
University of Illinois at Urbana-Champaign 1963 — 1967
Bachelor of Science (BS), General Engineering
Patrick Bohen's Bernstein Global Wealth Management Experience January 2005 - February 2009
Job Financial Advisor at Dopkins Wealth Management, LLC
Industry Investment Management
Experience
Dopkins Wealth Management, LLC July 2013 - Present
Merrill Lynch Private Banking Investment Group, The Bohen Group September 2011 - June 2013
BNY Mellon Wealth Management February 2009 - August 2011
Bernstein Global Wealth Management January 2005 - February 2009
Skills
Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Series 7, Wealth Management..., Securities, Hedge Funds, Mutual Funds, Investments, Asset Managment, Portfolio Management, Series 63, Equities, Strategic Financial..., Fixed Income, Investment Strategies, ETFs, Investment Advisory, Bloomberg
Education
Canisius College 1986 — 1989
BA, International Relations
Canisius High School 1981 — 1985
International Relations
Dopkins Wealth Management, LLC July 2013 - Present
Merrill Lynch Private Banking Investment Group, The Bohen Group September 2011 - June 2013
BNY Mellon Wealth Management February 2009 - August 2011
Bernstein Global Wealth Management January 2005 - February 2009
Skills
Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Series 7, Wealth Management..., Securities, Hedge Funds, Mutual Funds, Investments, Asset Managment, Portfolio Management, Series 63, Equities, Strategic Financial..., Fixed Income, Investment Strategies, ETFs, Investment Advisory, Bloomberg
Education
Canisius College 1986 — 1989
BA, International Relations
Canisius High School 1981 — 1985
International Relations
Jim O'Hoppe's Bernstein Global Wealth Management Experience February 2003 - Present
Job Managing Director at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management February 2003 - Present
Skills
Equities, Investments, Asset Managment, Capital Markets, Portfolio Management, Private Equity, Valuation, Asset Allocation, Series 7, Hedge Funds, Wealth Management
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Finance
East Carolina University 1985 — 1988
BS, Business
Bernstein Global Wealth Management February 2003 - Present
Skills
Equities, Investments, Asset Managment, Capital Markets, Portfolio Management, Private Equity, Valuation, Asset Allocation, Series 7, Hedge Funds, Wealth Management
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Finance
East Carolina University 1985 — 1988
BS, Business
Kristy L. Hoffman, CFP®, CTFA's Bernstein Global Wealth Management Experience April 2007 - July 2013
Job Wealth Management Professional and MBA Candidate
Industry Investment Management
Experience
Bessemer Trust July 2013 - Present
Bernstein Global Wealth Management April 2007 - July 2013
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Portfolio Management, Retirement Planning, Investments, Asset Management, Investment Strategies, Investment Management, Equities
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA)
Miami University 2001 — 2005
Bachelor of Business Administration (B.B.A.); Pre-Med
DePaul University 2010 — 2011
Bessemer Trust July 2013 - Present
Bernstein Global Wealth Management April 2007 - July 2013
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Portfolio Management, Retirement Planning, Investments, Asset Management, Investment Strategies, Investment Management, Equities
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA)
Miami University 2001 — 2005
Bachelor of Business Administration (B.B.A.); Pre-Med
DePaul University 2010 — 2011
Megan Colasanti's Bernstein Global Wealth Management Experience September 2014 - January 2015
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
Bernstein Global Wealth Management September 2014 - January 2015
Bernstein Global Wealth Management July 2012 - September 2014
Wilmington Trust July 2011 - July 2012
Cynthia Steffe August 2010 - November 2010
C.f. Global Trading June 2009 - August 2009
Iola Financial Group July 2008 - August 2008
Skills
Series 7
Education
College of the Holy Cross 2006 — 2010
BA
London Metropolitan University
MA
UBS January 2015 - Present
Bernstein Global Wealth Management September 2014 - January 2015
Bernstein Global Wealth Management July 2012 - September 2014
Wilmington Trust July 2011 - July 2012
Cynthia Steffe August 2010 - November 2010
C.f. Global Trading June 2009 - August 2009
Iola Financial Group July 2008 - August 2008
Skills
Series 7
Education
College of the Holy Cross 2006 — 2010
BA
London Metropolitan University
MA
David L. Weinreb's Bernstein Global Wealth Management Experience September 2005 - September 2009
Job Senior Wealth Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2010 - June 2013
Bernstein Global Wealth Management September 2005 - September 2009
Ballard Spahr LLP October 1997 - September 2005
DLA Piper December 1994 - October 1997
Dewey & LeBoeuf LLP September 1993 - November 1994
Hon. Stanley S. Brotman, United States District Court, District of New Jersey August 1992 - August 1993
Skills
Estate Planning, High Net Worth..., Wealth Management..., Series 7, Series 66, Wealth
Education
Brooklyn Law School 1989 — 1992
J.D., Law, Magna Cum Laude
Vassar College 1983 — 1987
B.A., Psychology
UBS Wealth Management October 2010 - June 2013
Bernstein Global Wealth Management September 2005 - September 2009
Ballard Spahr LLP October 1997 - September 2005
DLA Piper December 1994 - October 1997
Dewey & LeBoeuf LLP September 1993 - November 1994
Hon. Stanley S. Brotman, United States District Court, District of New Jersey August 1992 - August 1993
Skills
Estate Planning, High Net Worth..., Wealth Management..., Series 7, Series 66, Wealth
Education
Brooklyn Law School 1989 — 1992
J.D., Law, Magna Cum Laude
Vassar College 1983 — 1987
B.A., Psychology
Monica Bellevue's Bernstein Global Wealth Management Experience May 2010 - November 2012
Job Business Manager at CRE Management, LLC
Industry Real Estate
Experience
CRE Management, LLC September 2014 - Present
GANADO Advocates July 2014 - August 2014
Target Logistics November 2012 - June 2014
Bernstein Global Wealth Management May 2010 - November 2012
The Dupont Group January 2010 - May 2010
Skills
Investment Management, Estate Planning, Research, Finance, Asset Management, Investments, Financial Analysis, Legal Research
Education
Suffolk University Law School 2011 — 2015
J.D.
Lund University 2014 — 2014
International Summer Law Program
University of New Hampshire 2005 — 2009
B.A., English Literature, Economics
Charles University in Prague 2008 — 2008
Semester Study Abroad Program, Spring 2008
CRE Management, LLC September 2014 - Present
GANADO Advocates July 2014 - August 2014
Target Logistics November 2012 - June 2014
Bernstein Global Wealth Management May 2010 - November 2012
The Dupont Group January 2010 - May 2010
Skills
Investment Management, Estate Planning, Research, Finance, Asset Management, Investments, Financial Analysis, Legal Research
Education
Suffolk University Law School 2011 — 2015
J.D.
Lund University 2014 — 2014
International Summer Law Program
University of New Hampshire 2005 — 2009
B.A., English Literature, Economics
Charles University in Prague 2008 — 2008
Semester Study Abroad Program, Spring 2008
Rick Robbins's Bernstein Global Wealth Management Experience July 2009 - November 2011
Job Vice President at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management November 2011 - Present
Bernstein Global Wealth Management July 2009 - November 2011
Bernstein Global Wealth Management September 2006 - June 2009
Bernstein Global Wealth Management October 2003 - August 2006
Education
Clemson University 1997 — 2002
BS, Computer Science
Bishop McGuinness High School 1994 — 1997
Bernstein Private Wealth Management November 2011 - Present
Bernstein Global Wealth Management July 2009 - November 2011
Bernstein Global Wealth Management September 2006 - June 2009
Bernstein Global Wealth Management October 2003 - August 2006
Education
Clemson University 1997 — 2002
BS, Computer Science
Bishop McGuinness High School 1994 — 1997
Drew Harker's Bernstein Global Wealth Management Experience May 2010 - Present
Job Vice President @ Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management May 2010 - Present
Morgan Stanley Smith Barney June 2008 - December 2009
Pioneer Financial June 2007 - August 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance, Organization & Management
Bernstein Global Wealth Management May 2010 - Present
Morgan Stanley Smith Barney June 2008 - December 2009
Pioneer Financial June 2007 - August 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance, Organization & Management
Jamie Lane's Bernstein Global Wealth Management Experience September 2012 - March 2013
Job Financial and Legal Services Expert
Industry Financial Services
Experience
Dold for Congress 2014 January 2014 - January 2015
J.P. Morgan Private Wealth Management June 2013 - October 2013
Bernstein Global Wealth Management September 2012 - March 2013
Avondale Partners July 2011 - March 2012
William Blair and Company 2000 - March 2011
Katten Muchin Rosenman LLP 1996 - 2000
Skills
Finance, Investments, Financial Services, Banking, Tax, Series 7, Equities, Corporate Law, Criminal Law, Securities Litigation, Asset Management, Series 63, Series 65, Wealth Management, Estate Planning, Alternative Investments, Equity Research, Capital Markets, Securities, Hedge Funds, Mutual Funds, Valuation, Investment Management, Financial Advisory, Strategy, Asset Allocation, Private Equity, Portfolio Management, Financial Modeling
Education
Northwestern University School of Law 1993 — 1996
JD, Law, Manga Cum Laude
Colgate University 1987 — 1991
BA, Political Science, Economics
New Trier High School 1983 — 1987
Dold for Congress 2014 January 2014 - January 2015
J.P. Morgan Private Wealth Management June 2013 - October 2013
Bernstein Global Wealth Management September 2012 - March 2013
Avondale Partners July 2011 - March 2012
William Blair and Company 2000 - March 2011
Katten Muchin Rosenman LLP 1996 - 2000
Skills
Finance, Investments, Financial Services, Banking, Tax, Series 7, Equities, Corporate Law, Criminal Law, Securities Litigation, Asset Management, Series 63, Series 65, Wealth Management, Estate Planning, Alternative Investments, Equity Research, Capital Markets, Securities, Hedge Funds, Mutual Funds, Valuation, Investment Management, Financial Advisory, Strategy, Asset Allocation, Private Equity, Portfolio Management, Financial Modeling
Education
Northwestern University School of Law 1993 — 1996
JD, Law, Manga Cum Laude
Colgate University 1987 — 1991
BA, Political Science, Economics
New Trier High School 1983 — 1987
Matthew Kalmick's Bernstein Global Wealth Management Experience 2011 - 2012
Job Brad Schneider for Congress at Democratic Party of Illinois
Industry Government Relations
Experience
Democratic Party of Illinois 2014 - Present
Aon Hewitt 2013 - 2014
Bernstein Global Wealth Management 2011 - 2012
Education
Boston College Law School
Drew University
B.A., English, Economics, Business Management
Democratic Party of Illinois 2014 - Present
Aon Hewitt 2013 - 2014
Bernstein Global Wealth Management 2011 - 2012
Education
Boston College Law School
Drew University
B.A., English, Economics, Business Management
Carolyn Stone's Bernstein Global Wealth Management Experience PresidentCity Planner1991 - 2014
Job Principal at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management PresidentCity Planner1991 - 2014
BankAmerica February 1990 - June 1996
JP Morgan September 1984 - February 1990
Education
Brown University
BA, International Relations
Columbia University - Columbia Business School
MBA, Finance
Bernstein Global Wealth Management PresidentCity Planner1991 - 2014
BankAmerica February 1990 - June 1996
JP Morgan September 1984 - February 1990
Education
Brown University
BA, International Relations
Columbia University - Columbia Business School
MBA, Finance
Elizabeth Gardner Loucks's Bernstein Global Wealth Management Experience July 2005 - August 2007
Job Marketing Associate at Barrow, Hanley, Mewhinney, & Strauss, LLC
Industry Investment Management
Experience
Barrow, Hanley, Mewhinney, & Strauss, LLC March 2010 - Present
Jennifer and Kenneth Johnston February 2008 - March 2010
Bernstein Global Wealth Management July 2005 - August 2007
Austin College January 2003 - June 2005
Education
Austin College 2001 — 2005
BA, Economics, Political Science
Barrow, Hanley, Mewhinney, & Strauss, LLC March 2010 - Present
Jennifer and Kenneth Johnston February 2008 - March 2010
Bernstein Global Wealth Management July 2005 - August 2007
Austin College January 2003 - June 2005
Education
Austin College 2001 — 2005
BA, Economics, Political Science
Lia Horii's Bernstein Global Wealth Management Experience 2010 - 2013
Job People Manager at Centric Digital
Industry Management Consulting
Experience
KKR May 2014 - September 2014
Bernstein Global Wealth Management 2010 - 2013
AllianceBernstein October 2008 - August 2010
Education
Teachers College of Columbia University 2012 — 2015
Master's Degree, Social Organizational Psychology
Barnard College 2000 — 2004
Bachelor of Arts (BA), Economics
KKR May 2014 - September 2014
Bernstein Global Wealth Management 2010 - 2013
AllianceBernstein October 2008 - August 2010
Education
Teachers College of Columbia University 2012 — 2015
Master's Degree, Social Organizational Psychology
Barnard College 2000 — 2004
Bachelor of Arts (BA), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY