Alec Levy
Vice President, Client Advisor @Bernstein Private Wealth Management
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WORK HISTORY
Vice President, Client Advisor @Bernstein Private Wealth Management
San Francisco, CA, US
EDUCATION
University of Florida
Master of Science in Finance, Finance, General
University of Florida - Warrington College of Business
Bachelor's, Finance
ABOUT ALEC LEVY
My team and I have a broad range of experience working with founders, private/public company executives and early employees. We typically engage with our clients during periods of transition, from a company\'s formation and capital raises through later stage liquidity events, such as acquisition or IPO. We act as a thought partner for our clients to minimize income and estate tax exposure, and diversify concentrated positions into broad based wealth management solutions.
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